Kelly Lea Whitlock

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

• 03/2016 → 02/2021
  Bbtis
  Charlotte, NC
• 03/2016 → 02/2021
  Bb&T
  Charleston, WV
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charleston, WV
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charleston, WV
  Charlotte, NC
  Richmond, VA
• 2016-04-14 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charleston, WV
  Charlotte, NC
• 2013-07-17 → 2016-03-24
  The Huntington Investment Company
  Charleston, WV
• 2006-03-21 → 2013-06-18
  Bb&T Investment Services, Inc.
  Charleston, WV
  Charlotte, NC
  Charlotte, NC
• 2006-01-26 → 2006-03-21
  Bb&T Asset Management, Inc.
  Charleston, WV

Other Businesses

WOMEN FOR LEADERSHIP AND ECONOMIC DEVELOPMENT POSITION: Co-Chair NATURE: Non-Profit Organization for the purpose of empowering, educating, mentoring and supporting women in business INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023 ADDRESS: Columbus OH, United States DESCRIPTION: Lead the Steering Committee (Board) in the mission of empowering, educating, mentoring and supporting women in business. Provide business support to various committees to include programming, community outreach, and membership. EDUCATION ELEVATORS POSITION: Board Member NATURE: Education Elevators is a program is to elevate the abilities and aspirations of students to make them more confident in themselves and more receptive to learning. Partnerships are made with area business to allow their employees to mentor at risk children in local elementary schools INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/19/2023 ADDRESS: Charleston WV, United States DESCRIPTION: Support the mission of the organization by establishing the organization's vision, mission and direction, defining strategy, monitor and evaluate strategy, and maintain effective relationships with community partners

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-21
• S63 Uniform Securities Agent State Law Examination
  2000-06-20

Other Names

• Kelly L Whitlock
• Kelly Lea Payne