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William Tucker Gentry

Truist Advisory Services, Inc.

Brentwood, TN

CRD 5458146

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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
TN RA APPROVED 2020-01-31
  • TN RA
    APPROVED
    Since 2020-01-31

Branch Locations

1725 Mallory Ln, Brentwood, TN 37027 • 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
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
  • 05/2019 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 04/2019 → Present
    Suntrust Bank
    Brentwood, TN
  • 12/2015 → 03/2017
    Suntrust Bank
    Franklin, TN
  • 03/2017 → 04/2019
    Suntrust Bank
    Franklin, TN
  • 01/2020 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Other Businesses

*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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-31
S63 Uniform Securities Agent State Law Examination 2019-08-21
  • S65 Uniform Investment Adviser Law Examination
    2020-01-31
  • S63 Uniform Securities Agent State Law Examination
    2019-08-21
Other Names
  • Will Gentry
  • William Gentry
  • William T. Gentry

View on SEC IAPD

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