BH
CFP
BH
CFP

Brian Hennaman

19 Years of Experience
Midlothian, VA
2 Disclosures

Brian Hennaman is a CFP-designated registered investment advisor at Just a Conversation, LLC, based in Midlothian, VA, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Just a Conversation, LLC charges a flat fee of $1,500 for three meetings, each lasting up to one hour. The fee covers the meetings themselves, as well as planning and analysis time between meetings. If more or fewer meetings are needed, the fee is negotiable. A single one-hour meeting is $300. Two meetings are $1,200. Additional meetings beyond three are $300 per hour, as is additional planning and analysis time.

One-Time Plan:$1,500
Hourly Rate:$300/hr
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Location

13424 Tipple Point Road, Midlothian, VA, 23114

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History

Regulatory History (2)
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Criminal
September 2023
Final Disposition
Criminal
March 2020
Final Disposition
Employment History
Current Registrations
Just a Conversation, LLC
February 2026 - Present · 2 mos
Previous Registrations
Valmark Securities, INC.Broker
February 2015 - April 2020 · 5 yrs 2 mos
James River Asset Management, LLC
February 2012 - February 2020 · 8 yrs
American Portfolios Financial Services, INC.Broker
February 2012 - February 2015 · 3 yrs
Investors Security Company, INC.
November 2007 - February 2012 · 4 yrs 3 mos
Investors Security Company, INC.Broker
September 2006 - February 2012 · 5 yrs 5 mos
Old Dominion Asset Management INC.
September 2006 - November 2007 · 1 yr 2 mos
Qa3 Financial CORP.Broker
December 2005 - September 2006 · 9 mos
Qa3 Financial LLC
December 2005 - September 2006 · 9 mos
Capital Investment Advisors
July 2002 - December 2005 · 3 yrs 5 mos
National Planning CorporationBroker
January 2002 - November 2005 · 3 yrs 10 mos
Franklin Financial Services CorporationBroker
July 2000 - December 2000 · 5 mos
MML Investors Services, INC.Broker
August 1998 - February 1999 · 6 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brian Hennaman - Financial Advisor | TrueAdvisor