Andrea Lee Tallent

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

• 10/2008 → 12/2019
  Bb&T Bank
  Gainesville, GA
• 12/2019 → 02/2021
  Bb&T Securities, Llc
  Dawsonville, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Dawsonville, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2020-11-09 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Atlanta, GA
  Dawsonville, GA
  Richmond, VA

Other Businesses

THE TALLENT GROUP LLC POSITION: MEMBER / MANAGER NATURE: Logistics/ Transporation My husband has a consulting business and opened an LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2024 ADDRESS: GAINESVILLE GA, United States DESCRIPTION: Opened An LLC and will be assisting with deposits and general transactions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-06
• S63 Uniform Securities Agent State Law Examination
  2020-07-02

Other Names

• Andrea Lee Hasty
• Andrea L Tallent