David William Rakestraw

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

• 07/2010 → 02/2021
  Scott & Stringfellow, Llc
  Raleigh, 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
• 2010-07-19 → 2013-01-02
  Scott & Stringfellow, Llc
  Raleigh, NC
• 2009-01-26 → 2010-07-21
  Bb&T Investment Services, Inc.
  Wilson, NC
  Charlotte, NC
  Wilson, NC
  Greenville, NC
• 2006-01-05 → 2008-12-31
  Bb&T Investment Services, Inc.
  Wilson, NC
  Charlotte, NC
  Wilson, NC
  Charlotte, NC
• 2005-04-21 → 2005-12-13
  Bb&T Asset Management, Inc.
  Winston-Salem, NC

Other Businesses

CAM PROPERTY HOLDINGS, LLC POSITION: Co-Manager NATURE: Family LLC used to purchase a lot that we will build a secondary residence used for personal use. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2019 ADDRESS: 1427 Canterbury Rd, Raleigh NC 27608

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-02-28
• S65 Uniform Investment Adviser Law Examination
  2005-04-13

Designations

• Certified Financial Planner