John Wallace Taylor

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

• 01/2005 → 02/2021
  Scott & Stringfellow, Inc
  Cary, NC
• 01/2013 → 02/2021
  Bb&T Securities, Llc
  Raleigh, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Raleigh, NC
  Richmond, VA
• 2006-05-05 → 2013-01-02
  Scott & Stringfellow, Llc
  Cary, NC
  Raleigh, NC
  Cary, NC

Exams

• S66 Uniform Combined State Law Examination
  2006-05-04

Designations

• Certified Financial Planner

Other Names

• Jack Wallace Taylor
• John W Taylor