Cassandra Louise Altom

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

• 03/2005 → 06/2021
  Compass Bank
  Birmingham, AL
• 02/2012 → 06/2021
  Bbva Wealth Solutions Inc.
  Frisco, TX
• 05/2013 → 06/2021
  Bbva Securities Inc.
  Frisco, TX
• 03/2005 → 06/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 06/2021 → Present
  Truist Investment Services, Inc.
  Southlake, TX
• 06/2021 → Present
  Truist Advisory Services, Inc.
  Southlake, TX

Previous Registrations

• 2013-02-20 → 2021-06-01
  Pnc Managed Account Solutions, Inc.
  Plano, TX
  Fort Worth, TX
  Frisco, TX
• 2012-02-06 → 2013-02-05
  Pnc Managed Account Solutions, Inc.
  Grapevine, TX

Other Businesses

THE JOYFUL GIGI CRAFT COMPANY POSITION: Crafter NATURE: I have a small craft business where I make tumblers and personalized items. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: , Lewisville TX , United States DESCRIPTION: I make crafts and personalized items.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-28
• S63 Uniform Securities Agent State Law Examination
  2005-05-31

Other Names

• Cassandra Louise Dibble
• Cassie Louise Dibble
• Cassie Altom