Kevin William South

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

• 08/2004 → 01/2018
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Charlotte, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charlotte, NC

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Richmond, VA
  Richmond, VA
• 2012-07-23 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Hopkinsville, KY
  Russellville, KY
  Murray, KY
  Lexington, KY
  Bowling Green, KY
  Glasgow, KY
  Irvine, KY
  London, KY
  Somerset, KY
  Pikeville, KY
  Pikeville, KY
  Paintsville, KY
  Owensboro, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Springfield, KY
  Somerset, KY
  Russell Springs, KY
  Monticello, KY
  Calhoun, KY
  Lexington, KY
  Owensboro, KY
  Charlotte, NC
  Charleston, WV
  South Charleston, WV
  Charleston, WV
  Charleston, WV
  Princeton, WV
  Ronceverte, WV
  Beckley, WV
  Parkersburg, WV
  Moundsville, WV
  Saint Albans, WV
  Cross Lanes, WV
  Hurricane, WV
  Hurricane, WV
  Morgantown, WV
  Morgantown, WV
  Morgantown, WV
  Clarksburg, WV
  Fairmont, WV
  Huntington, WV
  Martinsburg, WV
  Ranson, WV
  Williamson, WV
  Gilbert, WV
  Danville, WV
  Logan, WV
  Charleston, WV
  Woodbridge, VA
  Norfolk, VA
  Norfolk, VA
  Norfolk, VA
  Coeburn, VA
  Clintwood, VA
  Honaker, VA
  Richlands, VA
  Richlands, VA
  Tazewell, VA
  Suffolk, VA
  Suffolk, VA
  Suffolk, VA
  Emporia, VA
  South Hill, VA
  Virginia Beach, VA
  Richmond, VA
  Richmond, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Lynchburg, VA
  Martinsville, VA
  Harrisonburg, VA
  Stafford, VA
  Fredericksburg, VA
  Alexandria, VA
  Abingdon, VA
  Appomattox, VA
  Fredericksburg, VA
  Petersburg, VA
  Chester, VA
  Chesterfield, VA
  Virginia Beach, VA
  Arlington, VA
  Arlington, VA
  Charlottesville, VA
  Springfield, VA
  Chesapeake, VA
  Portsmouth, VA
  Manassas, VA
  Mechanicsville, VA
  Ashland, VA
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-29
• S63 Uniform Securities Agent State Law Examination
  1999-11-09