Paul Charles Liebman

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

• 02/2019 → 08/2021
  Groucho's Deli
  Raleigh, NC
• 05/2020 → 08/2020
  Colliers International
  Raleigh, NC
• 04/2020 → 08/2021
  Grubhub
  Raleigh, NC
• 06/2017 → 08/2017
  North Carolina Housing Finance Agency
  Raleigh, NC
• 01/2018 → 05/2018
  University Theater At Nc State
  Raleigh, NC
• 05/2019 → 08/2019
  Usda
  Raleigh, NC
• 05/2018 → 08/2018
  Usda
  Raleigh, NC
• 06/2013 → 08/2017
  Sanderson High School
  Raleigh, NC
• 08/2017 → 05/2021
  North Carolina State University
  Raleigh, NC
• 08/2021 → 06/2022
  Fidelity Investments
  Raleigh, NC
• 06/2022 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 06/2022 → Present
  Truist Advisory Services, Inc.
  Raleigh, NC

Other Businesses

FOUNDATION OF HUDSON MEMORIAL PRESBYTERIAN CHURCH POSITION: Foundation Board of Directors NATURE: The Foundation is committed to an ongoing program of securing financial support for the ministry of the church. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: Raleigh NC, United States DESCRIPTION: Board members work with prospective donors to consider future, planned gifts as part of estate planning. The Board will not offer professional legal, accounting, banking, taxation, or estate planning advice, but will seek only to provide information on the Foundation to the donor and his/her financial advisors and encourages prospective donors to seek appropriate professional advice and counsel.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-29
• S63 Uniform Securities Agent State Law Examination
  2022-01-10

Other Names

• Paul Charles Liebman
• Paul Liebman