Audrey Marie Watson-Atkinson

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

• 07/2014 → 08/2021
  Suntrust Investment Services
  Norcross, GA
• 06/2014 → Present
  Suntrust Bank
  Norcross, GA
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA
• 08/2021 → Present
  Truist Investment Services, Inc.
  Alpharetta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-07
• S63 Uniform Securities Agent State Law Examination
  2004-04-23

Other Names

• Audrey Marie Watson
• Audrey Marie Watson