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Brenda Lynn Yard

Truist Advisory Services, Inc.

Charlotte, NC

CRD 3044353

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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
NC RA APPROVED 2021-12-08
  • NC RA
    APPROVED
    Since 2021-12-08

Branch Locations

214 N Tryon St Fl 32, Charlotte, NC 28202 • 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 Investment Services, Inc. Charlotte NC 05/1999 02/2021
Bb&T Securities, Llc Charlotte NC 01/2018 02/2021
Truist Investment Services, Inc. Charlotte NC 02/2021 09/2025
Truist Advisory Services, Inc. Charlotte NC 02/2021 09/2025
Truist Advisory Services, Inc. Charlotte NC 09/2025 Present
Truist Investment Services, Inc. Charlotte NC 09/2025 Present
  • 05/1999 → 02/2021
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Charlotte, NC
  • 02/2021 → 09/2025
    Truist Investment Services, Inc.
    Charlotte, NC
  • 02/2021 → 09/2025
    Truist Advisory Services, Inc.
    Charlotte, NC
  • 09/2025 → Present
    Truist Advisory Services, Inc.
    Charlotte, NC
  • 09/2025 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Richmond, VA
    Charlotte, NC
    Richmond, VA
  • 2005-04-12 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-11
S63 Uniform Securities Agent State Law Examination 1998-04-22
  • S66 Uniform Combined State Law Examination
    2005-04-11
  • S63 Uniform Securities Agent State Law Examination
    1998-04-22
Other Names
  • Brenda Shear
  • Brenda Yard

View on SEC IAPD

Nearby Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC

Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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