Robin Lanise Graves

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

• 03/2015 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 07/2017 → 02/2018
  Pnc Investments
  Charlotte, NC
• 02/2018 → Present
  Bbtis
  Charlotte, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA
• 07/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-02-26 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Richmond, VA
• 2017-08-15 → 2018-02-13
  Pnc Wealth Management Llc
  Charlotte, NC
• 2015-09-25 → 2017-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Greenville, SC

Exams

• S66 Uniform Combined State Law Examination
  2015-09-24

Other Names

• Robin Lanise Graves
• Robin Graves-Mckoy
• Robin Lanise Graves-Mckoy
• Robin L Graves