Misty Winfree Cox

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

• 11/2015 → 02/2021
  Bbtis
  Whiteville, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Whiteville, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Whiteville, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-08-14 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Wilmington, NC
  Whiteville, NC
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-13
• S63 Uniform Securities Agent State Law Examination
  2016-12-02

Other Names

• Misty Kay Winfree
• Misty Winfree Smith
• Misty Cox