William Russell Dyer

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

• 06/2007 → Present
  Truist Investment Services, Inc.
  Lakeland, FL
• 08/2016 → Present
  Truist Advisory Servivces, Inc
  Lakeland, FL

Previous Registrations

• 2004-08-16 → 2007-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lakeland, FL
  Lakeland, FL
• 2002-08-07 → 2004-09-10
  Ubs Financial Services Inc.
  Orlando, FL

Other Businesses

SAN JUAN RANCH HOA POSITION: Floating board member NATURE: Board member on HOA board. I will not be a signor on any account or be involved with any financial advice or transactions within the board. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2025 ADDRESS: Placerville CO, United States DESCRIPTION: Involved with design board for approving new building plans, working with vendors for fence repairs, road repairs, weed control.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-06

Designations

• Certified Financial Planner

Other Names

• Russell Dyer
• William Russell Dyer
• W. Russell Dyer