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David Michael Wilkins

Truist Advisory Services, Inc.

New Bern, NC

CRD 5401107

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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
NC RA APPROVED 2024-10-24
  • NC RA
    APPROVED
    Since 2024-10-24

Branch Locations

375 S Front Street, New Bern, NC 28560 • 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
Wachovia Bank, N.A. Raleigh NC 06/1989 08/2024
Wells Fargo Advisors Llc New Bern NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc New Bern NC 11/2016 08/2024
Truist Investment Services, Inc New Bern NC 10/2024 Present
Truist Advisory Services, Inc New Bern NC 10/2024 Present
Previous Registrations
  • 2007-08-28 → 2024-08-29
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
    New Bern, NC
    New Bern, NC
    Raleigh, NC
    Charlotte, NC
    New Bern, NC
    Raleigh, NC
    New Bern, NC
    Minneapolis, MN
    Tarpon Springs, FL
    New Bern, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-12
  • S66 Uniform Combined State Law Examination
    2007-10-12
Designations
  • Certified Financial Planner
Other Names
  • David Wilkins

View on SEC IAPD

Nearby Firms

BLUESKY WEALTH ADVISORS, LLC
EDWARD JONES
LPL ENTERPRISE, LLC

Nearby Investors

DAVID LAURENCE BLAIN
MOLLY SUTZ
Christie Lynn Bonacci

Nearby Offices

BLUESKY WEALTH ADVISORS, LLC · NEW BERN, NC
EDWARD JONES · New Bern, NC
LPL ENTERPRISE, LLC · NEW BERN, NC

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