Paula Couch Oates

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

• 05/2017 → 02/2021
  Bb&T Bank
  Charlotte, NC
• 05/2017 → 02/2021
  Bb&T Investments
  Charlotte, NC
• 07/2016 → 04/2017
  Unemployed
  Rock Hill, SC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 02/2021 → 07/2021
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → 07/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 07/2021 → 07/2021
  Truist Investment Services,Inc.
  Atlanta, GA
• 07/2021 → Present
  Truist Investment Services,Inc.
  Charlotte, NC

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Charlotte, NC
  Richmond, VA
• 2017-06-29 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-28
• S63 Uniform Securities Agent State Law Examination
  2001-10-16

Other Names

• Paula Nell Couch
• Paula C. Oates