Patrick Wayne Vance

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

• 01/2002 → Present
  Life Christian Center
  Madisonville, KY
• 08/2015 → 01/2018
  Bb&T Investment Services, Inc.
  Owensboro, KY
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Hopkinsville, KY
• 02/2021 → Present
  Truist Investment Services, Inc.
  Owensboro, KY
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Bowling Green, KY
  Birmingham, AL
  Owensboro, KY
  Owensboro, KY
  Charlotte, NC
  Owensboro, KY
  Calhoun, KY
  Owensboro, KY
  Hopkinsville, KY
  Hopkinsville, KY
  Eddyville, KY
  Paducah, KY
  Richmond, VA
• 2016-05-11 → 2018-01-02
  Bb&T Investment Services, Inc.
  Owensboro, KY
  Owensboro, KY
  Whitesville, KY
  Charlotte, NC
  Louisville, KY
  Owensboro, KY
  Calhoun, KY
  Owensboro, KY
  Owensboro, KY
  Homewood, AL
  Hopkinsville, KY
  Hopkinsville, KY
  Eddyville, KY
  Paducah, KY
  Hopkinsville, KY

Other Businesses

RED HAWK RIDGE POSITION: Farmer NATURE: Farming INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: Crofton KY, United States DESCRIPTION: Collecting hay, raising livestock, and crops.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-10
• S63 Uniform Securities Agent State Law Examination
  2000-04-25

Other Names

• Patrick Wayne Vance
• Patrick Vance