Perry Dennis Long

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

• 08/2019 → Present
  Suntrust Advisory Services,Inc.
  Fort Lauderdale, FL
• 04/2016 → 04/2019
  Wells Fargo Bank
  Ft. Lauderdale, FL
• 04/2019 → Present
  Suntrust Bank
  Ft. Lauderdale, FL

Other Businesses

TOWNHOUSE RENTAL POSITION: owner NATURE: Rental of a 2bd/ 2ba townhome owned by my wife and I. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: , Hollywood FL , United States DESCRIPTION: Annual lease of the townhouse FLORIDA WEALTH MANAGEMENT AND TRUST SCHOOL POSITION: instructor NATURE: Provide trust and wealth management education to attendees of the Florida Trust School. This is an one week program held every July. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/13/2015 ADDRESS: , tallahassee FL , United States DESCRIPTION: Teaching Class

Designations

• Chartered Financial Analyst

Other Names

• Perry D. Long