Frederick Hamlin Shull

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

• 06/2019 → 05/2020
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2019 → 05/2019
  Suntrust Banks, Inc.
  Orlando, FL
• 09/2017 → 01/2019
  Towne Park, Ltd.
  Orlando, FL
• 08/2014 → 05/2017
  Chattanooga Valet
  Chattanooga, TN
• 05/2017 → 08/2017
  Compliance Solutions, Inc.
  Longwood, FL
• 05/2020 → 02/2021
  Bb&T Securities, Llc
  Charlotte, NC
• 02/2021 → 05/2024
  Truist Investment Services, Inc.
  Charlotte, NC
• 05/2018 → 05/2024
  Truist Advisory Services, Inc.
  Charlotte, NC
• 05/2024 → Present
  Truist Investment Services, Inc.
  Greenville, SC
• 05/2024 → Present
  Truist Advisory Services, Inc.
  Greenville, SC

Exams

• S66 Uniform Combined State Law Examination
  2022-05-17
• S63 Uniform Securities Agent State Law Examination
  2019-10-25

Other Names

• Erick Shull
• Frederick Hamlin Shull
• Frederick Shull