William Murphy Lee

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
GA	RA	APPROVED	2023-09-11
TX	RA	APPROVED	2022-08-04

GA RA
APPROVED

Since 2023-09-11
TX RA
APPROVED

Since 2022-08-04

Branch Locations

3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • 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
University Of Georgia	Atlanta	GA	01/2010	08/2019
Innovative Artists Talent And Literary Agency	Atlanta	GA	08/2019	05/2021
Truist Investment Services, Inc	Atlanta	GA	06/2021	Present
Truist Advisory Services, Inc.	Atlanta	GA	09/2021	Present

01/2010 → 08/2019

University Of Georgia

Atlanta, GA
08/2019 → 05/2021

Innovative Artists Talent And Literary Agency

Atlanta, GA
06/2021 → Present

Truist Investment Services, Inc

Atlanta, GA
09/2021 → Present

Truist Advisory Services, Inc.

Atlanta, GA

Other Businesses

AUSTIN YOUTH LACROSSE POSITION: Lacrosse Coach NATURE: Youth lacrosse organization in Austin, TX. Organizes students from feeder middle schools into one lacrosse team for spring seasons. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2023 ADDRESS: Austin TX, United States DESCRIPTION: Coaching middle school aged kids in lacrosse.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-13

S66 Uniform Combined State Law Examination

2021-10-13

Designations

Certified Financial Planner

Other Names

William Murphy Lee
Murphy William Lee

View on SEC IAPD