Scott Gola

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

• 07/2016 → 01/2018
  Bbtis
  Bernville, PA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Wyomissing, PA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Sinking Spring, PA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Sinking Spring, PA
  Pottsville, PA
  Charlotte, NC
  Allentown, PA
  Wyomissing, PA
  Bernville, PA
  Wyomissing, PA
  Mount Carmel, PA
  Drums, PA
  Kingston, PA
  Harrisburg, PA
  Hershey, PA
  Millersburg, PA
  Severna Park, MD
  Richmond, VA
• 2016-09-27 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Allentown, PA
  Wyomissing, PA
  Bernville, PA
  Wyomissing, PA

Other Businesses

UNITED EVANGELICAL 01/01/2013 DENVER/PENNSYLVANIA TREASURER 15 HOURS A WEEK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-23
• S63 Uniform Securities Agent State Law Examination
  2001-10-26