Michelle Lynn Meeks

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

• 08/2016 → Present
  Truist Advisory Services, Inc.
  Lake Mary, FL
• 04/2016 → Present
  Truist Investment Services, Inc.
  Lake Mary, FL

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

• S66 Uniform Combined State Law Examination
  2001-08-15

Designations

• Certified Financial Planner

Other Names

• Michelle L Meeks
• Michelle Lynn Erwin
• Michelle Lynn Meeks