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TRUIST ADVISORY SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
ATLANTA, Georgia
·
22 registered advisors
·
CRD# 283390
SEC# 801-107729
2881
404-813-7713
01
Firm Overview
AUM
$61.4B
Regulatory assets under management
Employees
2105
Total firm employees
Advisors
22
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TRUIST ADVISORY SERVICES, INC.
22 registered advisors
Brian Sean Dowhower
ATLANTA, Georgia
CRD# 4202574
Bryan Scott Cram
ATLANTA, Georgia
CRD# 2723431
Cecilia Baute Mavico
ATLANTA, Georgia
CRD# 3261303
Daniel Callihan
ATLANTA, Georgia
CRD# 6884810
Dorothy Oscarlyn Elder
ATLANTA, Georgia
CRD# 4439696
Dwight Earl Mathis
ATLANTA, Georgia
CRD# 3039115
Evelyn Michelle Callender
ATLANTA, Georgia
CRD# 7591739
Felicia Ann Speetjens
ATLANTA, Georgia
CRD# 3197366
James Scott Hotham
ATLANTA, Georgia
CRD# 2084048
Jeffrey Todd Dunn
ATLANTA, Georgia
CRD# 4228631
John Harris Milligan
ATLANTA, Georgia
CRD# 3206391
Joseph M Thompson
ATLANTA, Georgia
CRD# 1995122
Keith Joseph Lerner
ATLANTA, Georgia
CRD# 2961603
Kenneth Rene Solis
ATLANTA, Georgia
CRD# 2400304
Leah Rowe Wehinger
ATLANTA, Georgia
CRD# 1719505
Mohsin Bashir
ATLANTA, Georgia
CRD# 6920648
Monica Renee Wood
ATLANTA, Georgia
CRD# 7197645
Richard Daniel Burch
ATLANTA, Georgia
CRD# 6143898
Sarah Dodge Rich
ATLANTA, Georgia
CRD# 6037161
Susan Hechtlinger
ATLANTA, Georgia
CRD# 2890466
Theodore Irving Bowden
ATLANTA, Georgia
CRD# 852534
Tonya Tyson
ATLANTA, Georgia
CRD# 1987448
05
Office Locations
ATLANTA, Georgia
22 advisors
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Data sourced from SEC Form ADV filings. TRUIST ADVISORY SERVICES, INC. (CRD# 283390) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.