Benjamin Halliburton
Advisor at Tradition Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Tradition Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Panama City Beach, FL
Credentials
CFA®, Series 63, Series 65
Industry experience
21 years
Benjamin Halliburton is a CFA® charterholder with 21 years of industry experience. He is currently with Tradition Investment Management, LLC and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Tradition Investment Management, LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning services. The firm tailors advice based on client objectives, time horizon, and risk tolerance, using various investment methods with a focus on long-term purchasing power preservation and tax considerations.
$0 - $200,000: 1.50% $200,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
Account minimum: $100,000
Panama City Beach, FL
Florida
Tradition Investment Management, LLC
2023 - Present (3 years)
RETIRED
2021 - 2023 (2 years)
Tradition Asset Management LLC
2019 - 2021 (2 years)
Tradition Capital Management LLC
2000 - 2019 (19 years)
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