Edward Guion Kain

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

• 04/2005 → 02/2021
  Bb&T Investment Services
  Charlotte, NC
• 01/2018 → Present
  Bb&T Securities, Llc
  Frederick, MD
• 02/2021 → Present
  Truist Investment Services, Inc.
  Frederick, MD
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Frederck, MD

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Westminster, MD
  Frederick, MD
  Charlotte, NC
  Pikesville, MD
  Severna Park, MD
  Mount Airy, MD
  Frederick, MD
  Frederick, MD
  Manchester, MD
  Hampstead, MD
  Rockville, MD
  Richmond, VA
• 2005-04-20 → 2018-01-02
  Bb&T Investment Services, Inc.
  Westminster, MD
  Frederick, MD
  Sykesville, MD
  Baltimore, MD
  Eldersburg, MD
  Charlotte, NC
  Charlotte, NC
  Mount Airy, MD
  Frederick, MD
  Frederick, MD
  Baltimore, MD
  Pikesville, MD
  Baltimore, MD
  Severna Park, MD
• 2003-10-31 → 2005-04-18
  M&T Securities, Inc.
  Cheektowaga, NY
• 2002-06-24 → 2003-09-03
  Citicorp Investment Services
  Langley Park, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-29
• S63 Uniform Securities Agent State Law Examination
  1996-10-31