Gustavo Laguarda

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

• 04/2006 → 02/2021
  Bb&T Investments
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Great Falls, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Great Falls, VA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Reston, VA
  Herndon, VA
  Charlotte, NC
  Fairfax, VA
  Great Falls, VA
  Washington, DC
  Reston, VA
  Virginia Beach, VA
  Alexandria, VA
  Richmond, VA
• 2006-04-18 → 2018-01-02
  Bb&T Investment Services, Inc.
  Reston, VA
  Herndon, VA
  Reston, VA
  Centreville, VA
  Fairfax, VA
  Herndon, VA
  Reston, VA
  Falls Church, VA
  Fairfax, VA
  Annandale, VA
  Falls Church, VA
  Mclean, VA
  Falls Church, VA
  Falls Church, VA
  Mclean, VA
  Falls Church, VA
  Mclean, VA
  Mclean, VA
  Arlington, VA
  Falls Church, VA
  Vienna, VA
  Charlotte, NC
  Reston, VA
  Reston, VA
  Fairfax, VA
  Reston, VA
  Charlotte, NC
  Fairfax, VA
  Herndon, VA
  Charlotte, NC
  Annandale, VA
  Centreville, VA
  Fairfax, VA
  Chantilly, VA
  Fairfax, VA
  Fairfax, VA
  Clifton, VA
  Burke, VA
  Alexandria, VA
  Vienna, VA
  Springfield, VA
  Great Falls, VA
  Washington, DC
  Reston, VA
  Alexandria, VA
• 2005-03-30 → 2006-03-23
  Morgan Stanley Dw Inc.
  Reston, VA
  Reston, VA

Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2017 ADDRESS: 2221 Lovedale LN, Unit 203, Reston VA 20191 DESCRIPTION: Rental Property CHESTNUT GROVE SQUARE, UNIT 155 POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2022 ADDRESS: , Reston VA , United States DESCRIPTION: Owner, hand day to day to a property manager

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-17
• S63 Uniform Securities Agent State Law Examination
  2004-08-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant