Nora Fabiola Carrillo

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

• 01/2014 → 02/2020
  Morgan Stanley
  Dallas, TX
• 02/2020 → 07/2020
  N/A
  Fort Worth, TX
• 07/2020 → Present
  Bb&T Securities
  Fort Worth, TX
• 02/2021 → 04/2021
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA
• 04/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA

Previous Registrations

• 2020-07-23 → 2021-02-17
  Bb&T Securities, Llc
  Fort Worth, TX
  Richmond, VA
• 2014-01-09 → 2020-02-18
  Morgan Stanley
  Dallas, TX
  Dallas, TX
  Fort Worth, TX
• 2012-07-02 → 2014-01-03
  Strategic Advisers Llc
  Westlake, TX
• 2009-06-11 → 2009-08-24
  Td Ameritrade, Inc.
  Fort Worth, TX
• 2009-06-11 → 2009-08-24
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Other Businesses

DELTA SPHINX PROPERTIES POSITION: Agent NATURE: Owner of rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2015 ADDRESS: 1225 W. Bewick St, Fort Worth TX 76110

Exams

• S66 Uniform Combined State Law Examination
  2012-06-29
• S63 Uniform Securities Agent State Law Examination
  2008-02-25

Other Names

• Nora Carrillo
• Nora Carrillo