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Lina Christine Millares

Truist Advisory Services, Inc.

Melbourne, FL

CRD 4857237

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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
FL RA APPROVED 2018-06-05
  • FL RA
    APPROVED
    Since 2018-06-05

Branch Locations

8226 N Wickham Rd, Melbourne, FL 32940 • 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
Bb&T Miramar FL 08/2016 04/2018
Suntrust Investment Services, Inc. Atlanta GA 05/2018 02/2021
Suntrust Advisory Services, Inc Atlanta GA 05/2018 02/2021
Truist Investment Services, Inc. Atlanta GA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 08/2016 → 04/2018
    Bb&T
    Miramar, FL
  • 05/2018 → 02/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 05/2018 → 02/2021
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
Other Businesses

DEL VAL INVESTMENT GROUP POSITION: Vice President NATURE: Real estate investment company for buying homes to flip or to hold as rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2019 ADDRESS: , Cooper City FL , United States DESCRIPTION: Securing contractors Providing administrative duties and manual labor Overseeing project budgets Analyzing potential property purchases Marketing

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-11
  • S66 Uniform Combined State Law Examination
    2005-01-11
Other Names
  • Lina Christine Millares
  • Lina C Armstrong
  • Lina Christine Milares
  • Lina Christine Millares
  • Lina C Millares

View on SEC IAPD

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