Best Investors Account Sign in

Michelle Lynn Meeks

Truist Advisory Services, Inc.

Lake Mary, FL

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-08-21
TX RA APPROVED_RES 2017-03-13
FL RA APPROVED 2016-08-31
  • LA RA
    APPROVED
    Since 2024-08-21
  • TX RA
    APPROVED_RES
    Since 2017-03-13
  • FL RA
    APPROVED
    Since 2016-08-31

Branch Locations

1100 Town Park Ave, Lake Mary, FL 32746 • 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
Truist Advisory Services, Inc. Lake Mary FL 08/2016 Present
Truist Investment Services, Inc. Lake Mary FL 04/2016 Present
Previous Registrations
  • 2002-11-14 → 2003-06-10
    Morgan Stanley Dw Inc.
    Winter Park, FL
  • 2000-08-16 → 2002-11-27
    Banc Of America Investment Services, Inc.
    Winter Park, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-15
  • S66 Uniform Combined State Law Examination
    2001-08-15
Designations
Other Names
  • Michelle L Meeks
  • Michelle Lynn Erwin
  • Michelle Lynn Meeks

View on SEC IAPD

Other Firms

ROBO ADVISOR, INC.
BLUESTAR WEALTH MANAGEMENT
FAMILYWEALTH
FAMILYWEALTH ASSET MANAGEMENT
HAYSLEY FINANCIAL SERVICES, INC.
SIGMA INVESTMENT COUNSELORS
JACKSON WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS
GEOFFREY DEAN VOORHEES
LU YU
WILBERT ERNEST OAKLEY
CHRISTOPHER BRIAN HAYSLEY
MARISA ANNE BRADBURY

Other Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL
FAMILYWEALTH ASSET MANAGEMENT · LAKE MARY, FL
HAYSLEY FINANCIAL SERVICES, INC. · LAKE MARY, FL
SIGMA INVESTMENT COUNSELORS · LAKE MARY, FL
JACKSON WEALTH MANAGEMENT, LLC · LAKE MARY, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Mary, FL

More in Lake Mary, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor