Tonja Ann Womble

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

• 02/2013 → Present
  Suntrust Investment Services,Inc
  Atlanta, GA
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2012-02-17 → 2013-02-26
  Equitable Advisors, Llc
  Chapel Hill, NC
• 2008-09-18 → 2011-11-28
  Rbc Capital Markets, Llc
  Raleigh, NC
  Durham, NC
• 2008-02-22 → 2008-09-17
  Truist Investment Services, Inc.
  Durham, NC
• 2006-07-18 → 2008-02-08
  Wells Fargo Clearing Services, Llc
  Durham, NC
  Durham, NC
  Chapel Hill, NC

Exams

• S66 Uniform Combined State Law Examination
  2006-07-17

Other Names

• Tonja Ann Overman