Benjamin Parker Haynes
Investment Adviser Representative at Cassia Capital Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin Parker Haynes is an investment adviser representative with Cassia Capital Partners LLC in Winston Salem, NC, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Cannon Wealth Management Services. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Myers Park United Methodist ChurchJul 2014 – Jun 2018Charlotte, NC
- St. Timothy United Methodist ChurchJul 2018 – Jun 2020Brevard, NC
- Trinity United Methodist ChurchJul 2020 – Jan 2022King, NC
- ICON PicJan 2022 – Aug 2024Winston-Salem, NC
- Inmar IntelligenceAug 2024 – Dec 2024Winston-Salem, NC
- Cannon Wealth ManagementDec 2024 – Jun 2025Winston-Salem, NC
- Cassia Capital Partners LLCJun 2025 – no end date reportedWinston-Salem, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cassia Capital Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Prudent investment allocations and strategic financial planning, including thoughtfully constructed, liquid, and diversified investment portfolios delivered in a cost-efficient manner with periodic risk-adjusted performance reporting.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Winston Salem, NC
- SEC file number:
- 801-119057
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 13, 2026
View full firm profileOther advisors at Cassia Capital Partners LLC
3 other advisors in the directory
Similar advisors in Winston Salem, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Parker Haynes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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