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Benjamin Edward Thompson

Truist Advisory Services, Inc.

Fairfax, VA

CRD 6678487

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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
VA RA APPROVED 2022-03-07
  • VA RA
    APPROVED
    Since 2022-03-07

Branch Locations

4020 University Dr Ste 200, Fairfax, VA 22030 • 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
Planning Solutions Group Virginia Beach VA 06/2016 09/2016
Christopher Newport University Newpiort News VA 09/2016 06/2018
Student Services Moving & Storage Charlottesville VA 06/2018 12/2018
Charleston School Of Law Charleston SC 12/2018 01/2020
Brewer Law Firm Charleston SC 01/2020 02/2021
Unemployed Mclean VA 02/2021 01/2022
Truist Investment Services, Inc. Mclean VA 01/2022 Present
Truist Advisory Service Inc. Mclean VA 03/2022 Present
  • 06/2016 → 09/2016
    Planning Solutions Group
    Virginia Beach, VA
  • 09/2016 → 06/2018
    Christopher Newport University
    Newpiort News, VA
  • 06/2018 → 12/2018
    Student Services Moving & Storage
    Charlottesville, VA
  • 12/2018 → 01/2020
    Charleston School Of Law
    Charleston, SC
  • 01/2020 → 02/2021
    Brewer Law Firm
    Charleston, SC
  • 02/2021 → 01/2022
    Unemployed
    Mclean, VA
  • 01/2022 → Present
    Truist Investment Services, Inc.
    Mclean, VA
  • 03/2022 → Present
    Truist Advisory Service Inc.
    Mclean, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-05
  • S66 Uniform Combined State Law Examination
    2022-03-05

View on SEC IAPD

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