BC
BC

Benjamin Coppock

2 Years of Experience
Broker

Benjamin Coppock is a registered investment advisor, based in Richmond, VA, with 2 years of industry experience.

Location

901 East Byrd Street, Suite 1001, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benjamin volunteers with Junior Achievement of Central Texas, teaching financial literacy to middle and high school students. This activity requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Cary Street PartnersBroker
September 2024 - Present · 1 yr 7 mos
Cary Street Partners
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Equitable Advisors, LLC
April 2024 - September 2024 · 5 mos
Equitable Advisors, LLCBroker
January 2024 - September 2024 · 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.