Victor Guillermo Valentino-Rodriguez

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

• 02/2015 → 01/2018
  Bbtis
  High Point, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Greensboro, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  High Point, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  High Point, NC

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Charlotte, NC
  Raleigh, NC
  High Point, NC
  High Point, NC
  Jamestown, NC
  High Point, NC
  High Point, NC
  Richmond, VA
• 2015-02-10 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Raleigh, NC
  High Point, NC
  High Point, NC
  Jamestown, NC
  High Point, NC
  High Point, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
• 2012-04-27 → 2015-01-07
  Ubs Financial Services Inc.
  Winston-Salem, NC
  New York, NY
• 2011-09-05 → 2012-05-02
  Morgan Stanley
  Winston-Salem, NC

Other Businesses

VRV PROPERTY SOLUTIONS LLC, VRV PROPERTIES LLC / REAL ESTATE POSITION: Owner / Partner NATURE: Activities include: Buys/sells, rents real estate properties. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2017 ADDRESS: Worthland Ct, Winston-Salem NC 27103 DESCRIPTION: Activities include: Buys/sells, rents real estate properties. REAL ESTATE HOLDINGS POSITION: PART OWNER NATURE: Real estate rentals: TURNWOOD LN, WINSTON-SALEM, NC 27104 and LORD JEFF DR, GREENSBORO, NC 27405 and MAVERICK ST, WINSTON, SALEM, NC 27106 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: , WINSTON-SALEM, GREENSBORO NC , United States DESCRIPTION: Acquire, dispose, rent assets REAL ESTATE UNDER VRV PROPERTIES LLC POSITION: MEMBER OF LLC NATURE: Real property held under VRV PROPERTIES LLC. HAMILTON AVE, WINSTON-SALEM, NC 27107 and ROLLING RD, HIGH POINT, NC27265. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2017 ADDRESS: , WINSTON-SALEM, NC NC , United States DESCRIPTION: Acquire, dispose, rent assets of the LLC. PROPERTIES HELD UNDER VRV PROPERTY SOLUTIONS LLC POSITION: MEMBER NATURE: Real property held under VRV PROPERTY SOLUTIONS LLC. ROLLING RD, HIGH POINT, NC 27265. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: , HIGH POINT NC , United States DESCRIPTION: Rent assets of the LLC. VRV PROPERTY SOLUTIONS LLC POSITION: MEMBER NATURE: Real estate holding company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2019 ADDRESS: , WINSTON-SALEM NC , United States DESCRIPTION: Activities include the acquisition, disposition and rental of real estate property held by the entity. VRV PROPERTIES LLC POSITION: MEMBER NATURE: Real estate holdings INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2017 ADDRESS: , WINSTON-SALEM NC , United States DESCRIPTION: Activities include the acquisition, disposition and rental of real estate property held by the entity.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-03

Other Names

• Victor Guillermo Valentino