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Edward Patrick Freeman

Truist Advisory Services, Inc.

Alpharetta, GA

CRD 2753896

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-09-04
  • GA RA
    APPROVED
    Since 2018-09-04

Branch Locations

2520 Northwinds Parkway, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ga Army Natl Guard Lawr GA 01/1994 Present
Suntrust Advisory Services Atlanta GA 08/2018 Present
Suntrust Investment Services, Inc. Atlanta GA 04/2018 Present
  • 01/1994 → Present
    Ga Army Natl Guard
    Lawr, GA
  • 08/2018 → Present
    Suntrust Advisory Services
    Atlanta, GA
  • 04/2018 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
Other Businesses

KROGER POSITION: Service Provider NATURE: Service Industry INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 03/05/1983 ADDRESS: , Decatur GA , United States DESCRIPTION: Service Associate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-03
S63 Uniform Securities Agent State Law Examination 1996-07-18
  • S65 Uniform Investment Adviser Law Examination
    2003-01-03
  • S63 Uniform Securities Agent State Law Examination
    1996-07-18

View on SEC IAPD

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