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Kimberly Lovelace Benfield

Truist Advisory Services, Inc.

Apex, NC

CRD 4269982

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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

AuthorityCategoryStatusDate
NC RA APPROVED 2017-11-01
  • NC RA
    APPROVED
    Since 2017-11-01

Branch Locations

Apex, NC • 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
OrganizationCityStateFromTo
Truist Bank Chapel Hill NC 08/2017 11/2020
Truist Investment Services, Inc Chapel Hill NC 08/2017 11/2020
Not Employed Apex NC 08/2016 07/2017
Truist Advisory Services. Inc Atlanta GA 08/2017 11/2020
Truist Investment Services, Inc Chapel Hill NC 11/2020 Present
Truist Advisory Services. Inc Chapel Hills NC 11/2020 Present
  • 08/2017 → 11/2020
    Truist Bank
    Chapel Hill, NC
  • 08/2017 → 11/2020
    Truist Investment Services, Inc
    Chapel Hill, NC
  • 08/2016 → 07/2017
    Not Employed
    Apex, NC
  • 08/2017 → 11/2020
    Truist Advisory Services. Inc
    Atlanta, GA
  • 11/2020 → Present
    Truist Investment Services, Inc
    Chapel Hill, NC
  • 11/2020 → Present
    Truist Advisory Services. Inc
    Chapel Hills, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-01
S63 Uniform Securities Agent State Law Examination 2000-10-13
  • S66 Uniform Combined State Law Examination
    2017-11-01
  • S63 Uniform Securities Agent State Law Examination
    2000-10-13
Other Names
  • Kimberly Benfield

View on SEC IAPD

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