William Mcreynolds

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

• 07/2010 → 12/2017
  Bb&T Bank
  Altamonte Springs, FL
• 07/2010 → 12/2017
  Bb&T Investment Services, Inc.
  Altamonte Springs, FL
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Altamonte Springs, FL
• 01/2018 → 02/2021
  Bb&T Investments
  Altamonte Springs, FL
• 02/2021 → Present
  Truist Investment Services, Inc.
  Port Orange, FL
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Orlando, FL
  Port Orange, FL
  Daytona Beach, FL
  Charlotte, NC
  Altamonte Springs, FL
  Ormond Beach, FL
  Port Orange, FL
  Orlando, FL
  Richmond, VA
• 2010-08-31 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Lake Mary, FL
  Altamonte Springs, FL

Other Businesses

ROLL ENTERPRISES LLC POSITION: MEMBER NATURE: PARTNER INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 02/02/2010 ADDRESS: 2640 GLEN FOREST DRIVE, APOPKA FL 32712 DESCRIPTION: THIS IS A LLC FOR HOLDING INVESTMENT REALESTATE ROLL PROPERTY GROUP POSITION: MANAGER NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 1 START DATE: 10/08/2012 ADDRESS: 2640 GLEN FOREST DRIVE, APOPKA FL 32712 DESCRIPTION: INVESTMENT REALESTATE COMPANY FORMED TO BUY INVESTMENT REALESTE TO IMPTOVE AND SELL ROLL MANAGMENT GROUP POSITION: MEMBER NATURE: PARTNER INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 06/12/2013 ADDRESS: 2640 GLEN FOREST DRIVE, APOPKA FL 32712 DESCRIPTION: THIS IS JUST A HOLDING COMPANY LIKE MY OTHER BUSINESS ROLL ENTERPRISES THAT HOLDS PROPERTIES FOR RENTAL. I HAVE A DIFFERANT PARTNER IN THIS ONE SO MY CPA WANTED ME TO OPEN ANOTHER COMPANY FOR PROPERTIES BOUGHT WITH THIS FRIEND OF MINE. GINA MCREYNOLDS FOUNDATION POSITION: Vice President NATURE: 501c3 Foundation that helps women with young children battling breast cancer. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2012 ADDRESS: 1631 Rock Springs Rd, PMB 106, Apopka FL 32712

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-25
• S63 Uniform Securities Agent State Law Examination
  2002-09-04

Other Names

• Will Casey Mcreynolds
• William C Mcreynolds
• William Casey Mcreynolds