Timothy E Garrett

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

• 08/2016 → 02/2022
  Bb&T
  New Bern, NC
• 01/2018 → 02/2022
  Bb&T Securities, Llc
  Richmond, VA
• 08/2016 → 02/2022
  Bbtis
  Charlotte, NC
• 02/2021 → 01/2022
  Craven Precast Concrete & Stone
  New Bern, NC
• 11/2021 → 01/2022
  Enc Cash
  New Bern, NC
• 02/2022 → Present
  Truist Investment Services, Inc
  New Bern, NC
• 02/2022 → Present
  Truist Advisory Services, Inc
  New Bern, NC

Previous Registrations

• 2018-01-02 → 2020-11-16
  Bb&T Securities, Llc
  Charlotte, NC
  New Bern, NC
• 2013-03-19 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  New Bern, NC
• 2011-06-06 → 2013-03-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, NC
  New Bern, NC

Other Businesses

GARRETT CONCRETE HOLDINGS POSITION: Owner NATURE: This LLC owns commercial real estate and concrete business-related equipment. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2021 ADDRESS: New Bern NC, United States DESCRIPTION: Oversee rental income. BIRDHOUSE HOLDINGS POSITION: Member/Manager NATURE: This LLC holds commercial and residential rental real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/22/2019 ADDRESS: New Bern NC, United States DESCRIPTION: Oversee rental property.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-03

Designations

• Certified Financial Planner

Other Names

• Timothy Edward Garrett