Joshua Robert Crane

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

• 09/2012 → 12/2016
  Bb&T/ Bb&T Securities
  Raleigh, NC
• 12/2016 → 12/2019
  Bb&T/ Bb&T Securities
  Winston-Salem, NC
• 12/2019 → 08/2023
  Truist Investment Services, Inc.
  Winston-Salem, NC
• 08/2023 → Present
  Truist Investment Services, Inc.
  Winston Salem, NC
• 08/2023 → Present
  Truist Advisory Services, Inc.
  Winston Salem, NC

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Richmond, VA
• 2012-10-01 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Raleigh, NC
  Winston-Salem, NC
• 2008-08-05 → 2012-08-17
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC

Other Businesses

CMJ PARTNERS LLC POSITION: Managing Member NATURE: Previously approved LLC that will obtain and hold rental real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2021 ADDRESS: Winston-Salem NC, United States DESCRIPTION: Managing Member with of LLC with brother-in-law that was created to own rental real estate. SECOND HARVEST FOOD BANK OF NW NC POSITION: Committee Member NATURE: I have been asked to join the Second Harvest Food Bank of Northwest NC Foundation Committee as a committee member. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/24/2023 ADDRESS: Winston-Salem NC, United States DESCRIPTION: Foundation committee member charged with overseeing the hiring of outside investment advisors to manage the funds and ongoing oversight of the foundation's assets. SECOND HARVEST FOOD BANK OF NW NC POSITION: Board Member NATURE: Second Harvest is a food bank serving a region in NW NC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: Winston-Salem NC, United States DESCRIPTION: At-large board member. OG6, LLC POSITION: Manager NATURE: LLC which will own a family beach home. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: High Point NC, United States DESCRIPTION: Pay bills and oversee care of family beach home.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-28

Designations

• Certified Financial Planner

Other Names

• Joshua Crane
• Josh Crane
• Joshua Robert Crane