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Leigh Ann St John

Truist Advisory Services, Inc.

Raleigh, NC

CRD 4885225

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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
TX RA APPROVED_RES 2025-05-02
NC RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2025-05-02
  • NC RA
    APPROVED
    Since 2021-02-17

Branch Locations

6659 Falls Of The Neuse Rd Fl 1, Raleigh, NC 27615 • 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
Bb&T Investment Services, Inc. Raleigh NC 07/2015 01/2018
Bb&T Securities, Llc Raleigh NC 01/2018 02/2021
Truist Investment Services, Inc. Raleigh NC 02/2021 Present
Truist Advisory Services, Inc. Raleigh NC 02/2021 Present
  • 07/2015 → 01/2018
    Bb&T Investment Services, Inc.
    Raleigh, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Raleigh, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Raleigh, NC
  • 02/2021 → Present
    Raleigh, NC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Raleigh, NC
    Raleigh, NC
    Winston-Salem, NC
    Richmond, VA
  • 2014-02-13 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Raleigh, NC
    Charlotte, NC
    Raleigh, NC
    Charlotte, NC
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-12
S63 Uniform Securities Agent State Law Examination 2005-01-10
  • S65 Uniform Investment Adviser Law Examination
    2014-02-12
  • S63 Uniform Securities Agent State Law Examination
    2005-01-10
Other Names
  • Leigh Ann Fox
  • Leigh Ann St. John

View on SEC IAPD

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