Rachel Michelle Liquori

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

• 05/2011 → 10/2020
  Bb&T / Truist
  Winston Salem, NC
• 10/2020 → 10/2021
  First Citizens Investor Services
  Raleigh, NC
• 08/2023 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 10/2021 → 08/2023
  City National Bank
  Holly Springs, NC
• 10/2023 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Other Businesses

CMTJ 113 Synandra Lane, Holly Springs, NC 27540. My husband Joe Liquori has a consulting business that helps military veterans going through the disability claims process. The company was originally created when he was a contractor for a company named VACI however he is now independent and no longer a contractor for that company. The company is an S-Corp now and is owned 50/50 between Joe and I, however I am not involved in its operations. Activity began 1/1/2020. 0 hours/month. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-03
• S63 Uniform Securities Agent State Law Examination
  2008-05-19

Other Names

• Rachel Michelle Cook