Gordon Bayard Kellam

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

• 09/2013 → 12/2019
  Bb&T Securities
  Naples, FL
• 12/2019 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 12/2019 → 02/2021
  Suntrust Bank
  Atlanta, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Naples, FL
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Naples, FL

Previous Registrations

• 2013-09-24 → 2021-02-17
  Bb&T Securities, Llc
  Naples, FL
  Tampa, FL
  Ft Lauderdale, FL
  Miami, FL
  Boca Raton, FL
  Aventura, FL
  Palm Beach, FL
  Naples, FL
  Sarasota, FL
  Richmond, VA
• 2009-10-23 → 2013-09-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Sarasota, FL
• 2004-07-06 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Naples, FL
  Naples, FL
  Naples, FL
• 2004-04-05 → 2004-05-24
  Putnam Investment Management, Llc
  Boston , MA

Other Businesses

FAMILY GAINS, LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: Naples FL, United States DESCRIPTION: Own rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-15
• S63 Uniform Securities Agent State Law Examination
  2002-03-21

Other Names

• Gordon Kellam