Best Investors
Account
Sign in
Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2019 | Present |
| Suntrust Bank | Brentwood | TN | 04/2019 | Present |
| Suntrust Bank | Franklin | TN | 12/2015 | 03/2017 |
| Suntrust Bank | Franklin | TN | 03/2017 | 04/2019 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 01/2020 | Present |
*BOY SCOUTS OF AMERICA,ORDER OF THE ARROW * Middle TN Council Area. NOT INVESTMENT OR FINANCIAL SERVICES RELATED * ADULT VOLUNTEER * 0 HOURS DEVOTED PER MONTH TO OBA DURING TRADE HOURS * 10 HOURS DEVOTED PER MONTH TO OBA AFTE TRADE HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-21 |
Reach out to this advisor