James Mcguire Cann

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

• 10/2015 → Present
  Truist Bank, Inc.
  Richmond, VA
• 05/2016 → Present
  Truist Advisory Services
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-18
• S63 Uniform Securities Agent State Law Examination
  2002-10-09

Other Names

• Jamie Mcguire Cann
• James Mcguire Cann