Tiffany Michelle Caudle

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

• 07/2015 → 02/2021
  Bb&T Investment Services, Inc.
  Lexington, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Lexington, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Lexington, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Raleigh, NC
  Lexington, NC
  Richmond, VA
• 2016-03-28 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Raleigh, NC
  Lexington, NC

Other Businesses

NC SECRETARY OF STATE POSITION: Notary NATURE: A notary registered in Davidson County, NC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/14/2024 ADDRESS: Lexington NC, United States DESCRIPTION: I witness signatures and notarize various documents including, but not limited to Truist documents. This may include car titles, POA's, carrier paperwork, etc.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-28

Other Names

• Tiffany Michelle Myers