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Victor Donaldson Kane

Truist Advisory Services, Inc.

Richmond, VA

CRD 2802424

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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
VA RA APPROVED 2021-02-17
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

11501 W Broad St, Richmond, VA 23233 • 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
Bb&T Investments Richmond VA 11/2010 02/2021
Bb&T Securities, Llc Appomattox VA 01/2018 02/2021
Truist Investment Services, Inc. Richmond VA 02/2021 Present
Truist Advisory Services, Inc. Richmond VA 02/2021 Present
  • 11/2010 → 02/2021
    Bb&T Investments
    Richmond, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Appomattox, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Richmond, VA
  • 02/2021 → Present
    Richmond, VA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Glen Allen, VA
    Richmond, VA
    Appomattox, VA
    Virginia Beach, VA
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Chester, VA
    Chesterfield, VA
    Midlothian, VA
    Petersburg, VA
    Farmville, VA
    Midlothian, VA
    Chesterfield, VA
    Midlothian, VA
    Petersburg, VA
    Richmond, VA
    Midlothian, VA
    Chester, VA
  • 2010-11-16 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Richmond, VA
    Richmond, VA
    Colonial Beach, VA
    Glen Allen, VA
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Charlottesville, VA
    Glen Allen, VA
    Glen Allen, VA
    Richmond, VA
    Richmond, VA
    Appomattox, VA
    Virginia Beach, VA
    Richmond, VA
  • 2009-04-02 → 2010-07-06
    Arlington, VA
  • 2006-02-21 → 2009-04-02
    Alexandria, VA
    New York, NY
    Alexandria, VA
  • 1997-07-23 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Alexandria, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-18
S63 Uniform Securities Agent State Law Examination 1996-12-05
  • S65 Uniform Investment Adviser Law Examination
    1997-04-18
  • S63 Uniform Securities Agent State Law Examination
    1996-12-05
Other Names
  • Victor Donaldson Kane
  • Victor Donaldson Kane Jr.
  • Vic Kane
  • Victor Kane

View on SEC IAPD

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