Lachelle Elaine Moses

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

• 10/2015 → 02/2021
  Bb&T Securities
  Richmond, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Richmond, VA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Richmond, VA

Previous Registrations

• 2016-12-20 → 2021-02-17
  Bb&T Securities, Llc
  Richmond, VA
  Richmond, VA
• 2011-02-10 → 2015-10-13
  Wells Fargo Clearing Services, Llc
  Richmond, VA

Other Businesses

1.) CHILDREN OF GOD VICTORY TABERNACLE CHURCH: START APPROX 1/1/08,NON-PROFIT, NOT INVESTMENT RELATED, NOT PUBLICLY TRADED, 1146 WILKINSON RD RICHMOND VA 23227, TRUSTEE (ASSIST WITH FINANCIAL AFFAIRS OF CHURCH), ASSOCIATE PASTOR (LEADER IN YOUTH & COMMUNITY AFFAIRS), 12-16 HRS PER MONTH AS YOUTH MENTOR, NOT DURING NORMAL BUSINESS HRS, NO COMP.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-19
• S63 Uniform Securities Agent State Law Examination
  1996-10-04

Other Names

• Lachelle Lacey Moses
• Lachelle Elaine Lacey