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Preston Gill Lewis

Truist Advisory Services, Inc.

Greensboro, NC

CRD 7255082

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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
NC RA APPROVED 2025-11-04
  • NC RA
    APPROVED
    Since 2025-11-04

Branch Locations

Greensboro, NC • 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 Scott & Stringfellow/ Truist Bank Greensboro NC 05/2020 01/2021
S&C Pools Greensboro NC 06/2016 09/2018
Lemons Glass And Mirror Greensboro NC 09/2018 09/2019
The Clubs Of Greensboro Greensboro NC 02/2011 02/2020
Truist Investment Services, Inc Atlanta GA 01/2021 Present
Allen Tate Realtors Greenboro NC 09/2019 04/2020
Club Fitness Greensboro NC 06/2012 06/2020
The Peoples Club Whittier NC 01/2017 04/2018
Mountain Hardscapes Cashiers NC 08/2015 01/2017
  • 05/2020 → 01/2021
    Bb&T Scott & Stringfellow/ Truist Bank
    Greensboro, NC
  • 06/2016 → 09/2018
    S&C Pools
    Greensboro, NC
  • 09/2018 → 09/2019
    Lemons Glass And Mirror
    Greensboro, NC
  • 02/2011 → 02/2020
    The Clubs Of Greensboro
    Greensboro, NC
  • 01/2021 → Present
    Truist Investment Services, Inc
    Atlanta, GA
  • 09/2019 → 04/2020
    Allen Tate Realtors
    Greenboro, NC
  • 06/2012 → 06/2020
    Club Fitness
    Greensboro, NC
  • 01/2017 → 04/2018
    The Peoples Club
    Whittier, NC
  • 08/2015 → 01/2017
    Mountain Hardscapes
    Cashiers, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-03
  • S66 Uniform Combined State Law Examination
    2025-11-03

View on SEC IAPD

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