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Lisa C Elkins

Truist Advisory Services, Inc.

Orange Park, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-02-17
  • FL RA
    APPROVED
    Since 2021-02-17

Branch Locations

296 Blanding Blvd, Orange Park, FL 32073 • 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
Bb&T Investment Services, Inc. Jacksonville FL 01/2015 02/2021
Bb&T Securities, Llc Jacksonville FL 01/2018 02/2021
Truist Investment Services, Inc. Atlanta GA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 01/2015 → 02/2021
    Bb&T Investment Services, Inc.
    Jacksonville, FL
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Jacksonville, FL
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Orange Park, FL
    Jacksonville, FL
    Jacksonville, FL
    Tallahassee, FL
    Jacksonville, FL
    Tallahassee, FL
    Charlotte, NC
    Orlando, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Atlantic Beach, FL
    Jacksonville, FL
    Saint Augustine, FL
    St. Augustine, FL
    Richmond, VA
  • 2015-04-27 → 2018-01-02
    Bb&T Investment Services, Inc.
    Jacksonville, FL
    Tallahassee, FL
    Charlotte, NC
    Orlando, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Atlantic Beach, FL
    Tallahassee, FL
    Jacksonville, FL
    Jacksonville, FL
    Saint Augustine, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-24
S63 Uniform Securities Agent State Law Examination 2001-05-24
  • S65 Uniform Investment Adviser Law Examination
    2015-04-24
  • S63 Uniform Securities Agent State Law Examination
    2001-05-24
Other Names
  • Lisa Cotton
  • Lisa C Elkind

View on SEC IAPD

Other Firms

FIRST COMMAND ADVISORY SERVICES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

John M Hess
Antonia L Proctor
RONALD FRED SCARBOROUGH
John Linge
Scott Reid
JOHN GARY EVANS
David Fieber
MICHAEL JOHN SOUSOU

Other Offices

FIRST COMMAND ADVISORY SERVICES · Orange Park, FL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · ORANGE PARK, FL
LPL FINANCIAL LLC · ORANGE PARK, FL
EDWARD JONES · ORANGE PARK, FL
MML INVESTORS SERVICES, LLC · Orange Park, FL
OSAIC WEALTH, INC. · ORANGE PARK, FL
PFS INVESTMENTS INC. · ORANGE PARK, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Orange Park, FL

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