Best Investors Account Sign in

Keith J Raymond

Truist Advisory Services, Inc.

Winter Park, FL

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-02-17
  • FL RA
    APPROVED
    Since 2021-02-17

Branch Locations

400 Park Ave S Ste 200, Winter Park, FL 32789 • 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
OrganizationCityStateFromTo
Popular/Harbor Orlando FL 06/2010 09/2016
Unemployed Oviedo FL 09/2016 03/2017
Caliber Home Ins Maitland FL 03/2017 12/2017
Bb&T Investments Charlotte NC 01/2018 01/2019
Bb&T Bank Orlando FL 01/2018 01/2019
Bb&T Securities, Llc Richmond VA 01/2018 Present
Bb&T Orlando FL 01/2019 Present
Truist Investment Services, Inc. Orlando FL 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 06/2010 → 09/2016
    Popular/Harbor
    Orlando, FL
  • 09/2016 → 03/2017
    Unemployed
    Oviedo, FL
  • 03/2017 → 12/2017
    Caliber Home Ins
    Maitland, FL
  • 01/2018 → 01/2019
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 01/2019
    Bb&T Bank
    Orlando, FL
  • 01/2018 → Present
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → Present
    Bb&T
    Orlando, FL
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Orlando, FL
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-02-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-01
  • S66 Uniform Combined State Law Examination
    2018-02-01

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor