Donna Frances Barksdale

Truist Advisory Services, Inc.

Owings Mills, MD

CRD 5972024

Claim This Profile

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

Authority	Category	Status	Date
MD	RA	APPROVED	2016-11-03

MD RA
APPROVED

Since 2016-11-03

Branch Locations

Owings Mills, MD • 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

Organization	City	State	From	To
Suntrust Bank	Laurel	MD	09/2015	Present
Suntrust Investment Services	Atlanta	GA	09/2015	06/2018
Suntrust Advisory Services	Atlanta	GA	09/2016	Present
Suntrust Investment Services, Inc	Atlanta	GA	06/2018	Present

09/2015 → Present

Suntrust Bank

Laurel, MD
09/2015 → 06/2018

Suntrust Investment Services

Atlanta, GA
09/2016 → Present

Suntrust Advisory Services

Atlanta, GA
06/2018 → Present

Suntrust Investment Services, Inc

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-03
S63	Uniform Securities Agent State Law Examination	2012-03-30

S65 Uniform Investment Adviser Law Examination

2016-11-03
S63 Uniform Securities Agent State Law Examination

2012-03-30

Other Names

Donna Frances Alexander
Donna F. Barksdale

View on SEC IAPD

More in Owings Mills, MD

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor