Erica Teale Fulbright

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

• 02/2021 → 09/2023
  Truist
  Dallas, TX
• 08/2019 → 01/2021
  Bb&T
  Dallas, TX
• 07/2017 → 08/2019
  Bb&T
  Grapevine, TX
• 02/2012 → 07/2017
  Gte Financial
  Tampa, FL
• 01/2021 → 11/2024
  Truist Investments
  Charlotte, NC
• 09/2023 → 11/2024
  Truist Investment Services, Inc
  Dallas, TX
• 11/2024 → Present
  Truist Investment Services, Inc.
  Dallas, TX
• 11/2024 → Present
  Truist Advisory Services, Inc.
  Dallas, TX
• 01/2026 → Present
  Truist Investment Services, Inc.
  Dallas, TX
• 01/2026 → Present
  Truist Advisory Services, Inc.
  Dallas, TX

Other Businesses

FULBRIGHT HOLDINGS LLC POSITION: Officer NATURE: Rental Properties: Newtown Circle- Property 1 LaMirage Court- Property 2 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: Tampa FL, United States DESCRIPTION: Engage with property managers, annual taxes, and managing the home expenses. LMNF MANAGEMENT LLC POSITION: Managing member NATURE: online retail sales- clothing and accessories INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2023 ADDRESS: Dallas TX, United States DESCRIPTION: Managing the books and inventory. I handle the accounting and taxes.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-08