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Richard H

Series 63, Series 65

Kingsport, TN

Tradition Investment Management, LLC

Richard Halliburton is a financial advisor at Tradition Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including pharmaceutical sales, wealth management, and military service in the US Army Reserves for 30 years. Halliburton is also the owner of a life insurance and annuities brokerage. Tradition Investment Management, LLC provides discretionary and non-discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm’s investment approach is tailored to client risk tolerance and time horizon, incorporating asset allocation, dollar-cost averaging, technical analysis, and long- and short-term trading as appropriate.

Annuities
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Benjamin H

CFA®, Series 63, Series 65

Panama City Beach, FL

Tradition Investment Management, LLC

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.

Annuities
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