David G Norvell

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

• 06/2007 → 07/2022
  Tiaa
  Charlotte, NC
• 08/2022 → 03/2023
  Unemployed
  Matthews, NC
• 03/2023 → 10/2024
  Lpl Financial Llc
  Fort Mill, SC
• 10/2024 → Present
  Truist Investment Services, Inc
  Atlanta, GA
• 10/2024 → Present
  Truist Advisory Services, Inc
  Atlanta, GA

Other Businesses

FOXHOUND RIDGE LLC POSITION: Co-owner / member NATURE: Rental cabin, for long- or short-term rental INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: Ranger GA, United States DESCRIPTION: We will have rental agency to oversee rental schedule, collect payments, guest communication and property management. We will oversee maintenance, required permits and ownership of documentation and tax records.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-21
• S63 Uniform Securities Agent State Law Examination
  2001-05-09

Other Names

• David Guerrant Norvell