Bobby Paul Carder

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

• 03/2021 → 08/2021
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 06/2000 → 08/2022
  Wells Fargo Bank, Na
  Richmond, VA
• 08/2022 → Present
  Truist Advisory Services, Inc
  Richmond, VA
• 06/2000 → 08/2022
  Wells Fargo Clearing Services, Llc
  Richmond, VA

Other Businesses

CARITAS POSITION: Board Member NATURE: Caritas is the flagship 501c3 in central Virginia dedicated to people experiencing homelessness and or addiction. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/19/2023 ADDRESS: Richmond VA, United States DESCRIPTION: Board member.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-08-30

Designations

• Chartered Financial Analyst

Other Names

• Paul Carder