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Justin Pace

Truist Advisory Services, Inc.

Greensboro, NC

CRD 6531005

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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

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-07
  • NC RA
    APPROVED
    Since 2025-03-07

Branch Locations

3318 W Friendly Ave, Greensboro, NC 27410 • 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
Truist Advisory Services, Inc. Greensboro NC 01/2025 Present
Wells Fargo Winston Salem NC 10/2022 01/2025
Wells Fargo Winston Salem NC 09/2018 10/2022
Lseg Fort Mill SC 06/2017 09/2018
Winthrop University Rock Hill SC 08/2013 06/2017
Northwestern Mutual Charlotte NC 06/2016 06/2017
  • 01/2025 → Present
    Truist Advisory Services, Inc.
    Greensboro, NC
  • 10/2022 → 01/2025
    Wells Fargo
    Winston Salem, NC
  • 09/2018 → 10/2022
    Wells Fargo
    Winston Salem, NC
  • 06/2017 → 09/2018
    Lseg
    Fort Mill, SC
  • 08/2013 → 06/2017
    Winthrop University
    Rock Hill, SC
  • 06/2016 → 06/2017
    Northwestern Mutual
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

More in Greensboro, NC

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