Kristin Leigh Ezzell

Truist Advisory Services, Inc.

CRD 7379910

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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

Authority	Category	Status	Date
NC	RA	APPROVED	2023-07-24

NC RA
APPROVED

Since 2023-07-24

Branch Locations

3605 Glenwood Ave Fl 4, Raleigh, NC 27612 • 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

Organization	City	State	From	To
Truist Investment Services, Inc	Atlanta	GA	01/2012	09/2021
Truist Investment Servise,Inc	Atlanta	GA	09/2021	Present

01/2012 → 09/2021

Truist Investment Services, Inc

Atlanta, GA
09/2021 → Present

Truist Investment Servise,Inc

Atlanta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-24

S66 Uniform Combined State Law Examination

2023-07-24

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.

FORTRESS PRIVATE LEDGER, LLC

OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

JAMES MICHAEL TARKENTON

CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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