Benjamin Paul Hines
Investment adviser representative at Waverly Advisors, LLC
12 yearsExperience
1 stateRegistered in
$29.9BFirm assets
24 yearsFirm in business
Are you Benjamin Paul Hines? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Waverly Advisors, LLCSep 2025 to now
- Pacific Portfolio Consulting, LLCJul 2023 to Sep 2025
- Pcf Management Services Inc.Jan 2023 to Jul 2023
- Valparaiso UniversityAug 2022 to Dec 2022
- University of WashingtonSep 2018 to Jun 2022
- Archbishop Murphy High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7793566
- Firm CRD
- 115332