Walton Spencer Lee

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:

Current Employers

Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-09-06
GA	RA	APPROVED	2016-09-20

TX RA
APPROVED_RES

Since 2017-09-06
GA RA
APPROVED

Since 2016-09-20

Branch Locations

3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Suntrust Capital Markets, Inc.	Atlanta	GA	09/2002	Present
Suntrust Investment Services, Inc.	Atlanta	GA	01/2015	Present
Suntrust Advisory Services	Atlanta	GA	09/2016	Present

09/2002 → Present

Suntrust Capital Markets, Inc.

Atlanta, GA
01/2015 → Present

Suntrust Investment Services, Inc.

Atlanta, GA
09/2016 → Present

Suntrust Advisory Services

Atlanta, GA

Previous Registrations

2003-03-24 → 2005-06-30

Truist Securities, Inc.

Atlanta, GA

Other Businesses

REAL ESTATE POSITION: Owner NATURE: Real estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: Santa Rosa Beach FL, United States DESCRIPTION: Investment BROWN GOLD INVESTMENTS LLC POSITION: LLC Member NATURE: LLC set up to invest in All Nations Investors LLC, a company set up to acquire the assets of GBRE (Green Bomber) including property, buildings and rickhouses in Garrard County KY. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2022 ADDRESS: Atlanta GA, United States DESCRIPTION: Investor in the LLC. 4545 WIEUCA POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: Atlanta GA, United States DESCRIPTION: Collect rental income. GRAYTON NEIGHBORS LLC POSITION: Partner NATURE: Partnership with two friends for the sole purpose of investing in Real Estate and other investment opportunities. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: Atlanta GA, United States DESCRIPTION: Passive investor.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-08-16

S63 Uniform Securities Agent State Law Examination

1989-08-16

Other Names

Walton Spencer Lee

View on SEC IAPD