Elizabeth Oakey Layman

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 02/2021
  Bb&T Securities
  Richmond, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Richmond, VA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Richmond, VA

Previous Registrations

• 2016-04-07 → 2021-02-17
  Bb&T Securities, Llc
  Richmond, VA
  Richmond, VA
  Richmond, VA
• 2010-02-08 → 2016-03-30
  Cary Street Partners
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2010-02-05

Other Names

• Beth Layman