Kristol Monique Luke

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

• 02/2016 → 02/2022
  Raymond James & Associates
  Atlanta, GA
• 01/2023 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 01/2023 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA
• 02/2022 → 01/2023
  Unemployed
  Atlanta, GA

Previous Registrations

• 2016-02-09 → 2022-03-01
  Raymond James & Associates, Inc.
  Atlanta, GA
• 2012-11-20 → 2016-02-05
  Morgan Stanley
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2009-11-12 → 2012-11-19
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

GEORGIA NOTARY PUBLIC POSITION: Notary Public NATURE: Notarize documents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2020 ADDRESS: Smyrna GA, United States DESCRIPTION: Notarize documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-07
• S63 Uniform Securities Agent State Law Examination
  2001-09-19

Other Names

• Kristol M. Luke