William Adam Wilkinson

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

• 09/2014 → 07/2019
  Regions Bank
  Dallas, TX
• 10/2014 → 07/2019
  Cetera Investment Services Llc
  St.CLoud, MN
• 10/2014 → 07/2019
  Cetera Investment Advisers Llc
  Dallas, TX
• 07/2019 → Present
  Bb&T Securities, Llc
  Richmond, VA
• 07/2019 → Present
  Bb&T Bank
  Dallas, TX
• 02/2021 → Present
  Truist Investment Services, Inc.
  Dallas, TX
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2019-08-16 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Dallas, TX
  Richmond, VA
• 2014-10-20 → 2017-01-05
  Cetera Investment Advisers Llc
  Dallas, TX
• 2011-01-03 → 2014-09-23
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
  Minneapolis, MN
  San Angelo, TX
  Austin, TX
  Midland, TX
  Charlotte, NC
• 2008-08-25 → 2011-01-03
  Wells Fargo Investments, Llc
  San Angelo, TX
• 2007-05-18 → 2008-03-12
  First Command Brokerage Services, Inc.
  San Angelo, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-18
• S63 Uniform Securities Agent State Law Examination
  2007-01-06

Other Names

• Adam Wilkinson