David Roy Mccollum

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

• 10/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Eustis, FL
• 11/2016 → 01/2018
  Wells Fargo Clearing Services, Llc
  Eustis, FL
• 05/2018 → 08/2020
  Modera Wealth
  Eustis, FL
• 01/2018 → 05/2018
  Unemploed
  Orlando, FL
• 10/2020 → 04/2021
  Unemployed
  Orlando, FL
• 04/2021 → 07/2021
  Truist Investment Services, Inc
  Atlanta, GA
• 07/2021 → Present
  Truist Investment Services Inc
  Atlanta, GA

Previous Registrations

• 2013-10-29 → 2018-01-29
  Wells Fargo Clearing Services, Llc
  Eustis, FL
• 2013-05-08 → 2013-10-28
  Equitable Advisors, Llc
  Savannah, GA
  Jacksonville, FL
  Savannah, GA
• 2007-08-30 → 2013-05-17
  Wells Fargo Clearing Services, Llc
  Savannah, GA
  Atlanta, GA
  Savannah, GA
  Savannah, GA
  Atlanta, GA
• 2006-05-17 → 2006-10-12
  Wells Fargo Clearing Services, Llc
  Savannah, GA
  Savannah, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-01-11

Other Names

• David Mccollum