Darren James Parson

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

• 03/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Charlotte, NC
• 11/2016 → 05/2023
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 05/2023 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 05/2023 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2015-03-20 → 2023-05-12
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Lancaster, SC
  Pineville, NC
  Charlotte, NC
• 2009-10-23 → 2015-03-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, NC
  Greensboro, NC
  Charlotte, NC
  Winterville, NC
  Greensboro, NC
  Greensboro, NC
  Raleigh, NC
• 2006-07-07 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Winston-Salem, NC
  Greensboro, NC
  Winston-Salem, NC
  Greensboro, NC
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2006-06-22
• S63 Uniform Securities Agent State Law Examination
  2004-09-24