Travis Aiken

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

• 01/2020 → 12/2022
  First Citizens Bank
  Clemson, SC
• 12/2020 → 12/2022
  First Citizens Investor Services
  Raleigh, NC
• 05/2019 → 08/2019
  First Citizens Bank
  Greenwood, SC
• 08/2015 → 12/2019
  Full Time Education
  Spartanburg, SC
• 12/2022 → 02/2023
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 12/2022 → 05/2024
  Wells Fargo Bank, Na
  Charlotte, NC
• 05/2023 → 05/2024
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 07/2024 → 01/2026
  Lpl Financial Llc
  Fort Mill, SC
• 01/2026 → Present
  Truist Investment Services, Inc
  Charlotte, NC
• 01/2026 → Present
  Truist Adsvisory Services, Inc
  Charlotte, NC

Previous Registrations

• 2024-08-27 → 2026-01-15
  Lpl Financial Llc
  Fort Mill, SC
  Greenwood, SC
• 2023-05-12 → 2024-06-12
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-30
• S63 Uniform Securities Agent State Law Examination
  2021-04-02

Other Names

• Travis Aiken
• Travis Lamont Aiken
• Travis Lamont Aiken
• Travis Lamont Aiken