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John Richard Mayfield

Truist Advisory Services, Inc.

Atlanta, GA

CRD 6682859

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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
GA RA APPROVED 2017-02-10
  • GA RA
    APPROVED
    Since 2017-02-10

Branch Locations

303 Peachtree Street Ne Fl 31, Atlanta, GA 30308 • 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
Suntrust Bank Atlanta GA 06/1996 12/2016
Genspring Family Offices Atlanta GA 06/2016 12/2017
Suntrust Advisory Services Atlanta GA 11/2016 Present
  • 06/1996 → 12/2016
    Suntrust Bank
    Atlanta, GA
  • 06/2016 → 12/2017
    Genspring Family Offices
    Atlanta, GA
  • 11/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
Other Businesses

INSTITUTIONAL INVESTOR SUB ADVISORY BOARD POSITION: Sub-Advisory Board Member NATURE: Institutional Investor is a leading international business to business publisher, focused primarily on international finance. It publishes premium journalism, newsletters and research. It also runs conferences, seminars and training courses and is a provider of electronic business information through its capital market databases and emerging markets information service.? INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/2024 ADDRESS: New York NY, United States DESCRIPTION: Networking with other due diligence peers and providing feedback on topics for research and conferences

Designations
  • Chartered Financial Analyst
Other Names
  • Ric Mayfield

View on SEC IAPD

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