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Christopher Allen Pierce

Truist Advisory Services, Inc.

Alpharetta, GA

CRD 4602519

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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
GA RA APPROVED 2016-09-20
  • GA RA
    APPROVED
    Since 2016-09-20

Branch Locations

2520 Northwinds Pkwy Fl 4, Alpharetta, GA 30009 • 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
Suntrust Investment Services, Inc Atlanta GA 07/2015 02/2021
Suntrust Advisory Services Atlanta GA 09/2016 02/2021
Truist Investment Services, Inc. Alpharetta GA 02/2021 Present
Truist Advisory Services, Inc. Alpharetta GA 02/2021 Present
  • 07/2015 → 02/2021
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → 02/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Alpharetta, GA
  • 02/2021 → Present
    Alpharetta, GA
Previous Registrations
  • 2012-08-20 → 2015-07-31
    Barclays Capital Inc.
    Atlanta, GA
  • 2003-01-24 → 2012-08-21
    Truist Investment Services, Inc.
    Gainesville, GA
    Alpharetta, GA
    Gainesville, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-23
  • S66 Uniform Combined State Law Examination
    2003-01-23

View on SEC IAPD

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