Robert Lloyd Wilson

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

• 07/2016 → 09/2016
  Unemployed
  Windermere, FL
• 10/2016 → 02/2017
  Regions Bank
  Ocoee, FL
• 10/2016 → 02/2017
  Cetera Investment Advisers Llc
  Ocoee, FL
• 10/2016 → 02/2017
  Cetera Investment Services Llc
  St.CLoud, MN
• 03/2017 → 06/2018
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 06/2018 → 09/2019
  Suntrust Investment Services,Inc.
  Atlanta, GA
• 04/2017 → 09/2019
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 09/2019 → 05/2020
  Lincoln Investment Planning, Inc.
  Fort Washington, PA
• 10/2018 → 12/2020
  Incredible Egg Financial Llc
  Windermere, FL
• 09/2019 → 05/2020
  Rawls Group
  Orlando, FL
• 02/2022 → 08/2023
  Truist Investment Services, Inc.
  Orlando, FL
• 02/2022 → Present
  Truist Advisory Serviecs, Inc.
  Orlando, FL
• 12/2020 → 07/2021
  Unemployed
  Windermere, FL
• 07/2021 → 02/2022
  Real Estate Independent Contractor
  Windermere, FL
• 08/2023 → Present
  Truist Investment Services, Inc.
  Orlando, FL

Previous Registrations

• 2020-07-24 → 2020-12-18
  Incredible Egg Financial
  Windermere, FL
• 2019-09-19 → 2020-05-04
  Lincoln Investment
  Orlando, FL
  Woodland Hills, CA
• 2017-04-24 → 2019-09-25
  Truist Advisory Services, Inc.
  Orlando, FL
  Orlando, FL
• 2016-11-04 → 2017-02-23
  Cetera Investment Advisers Llc
  Leesburg, FL
  Ocoee, FL
• 2016-01-11 → 2016-07-18
  Edward Jones
  Maitland, FL
  St Louis, MO
  Maitland, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-01-07

Other Names

• Robert Lloyd Fales