Samantha Becker

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

• 01/2019 → 02/2021
  Bb&T
  Charlotte, NC
• 06/2019 → 02/2021
  Bb&T Securities, Llc.
  Richmond, VA
• 02/2014 → 01/2019
  Bb&T
  Charlotte, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2019-11-07 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Charlotte, NC
  Richmond, VA

Other Businesses

CULTIVATING SUCCESS FUND AT THE COLUMBUS FOUNDATION POSITION: Board Member (of the Cultivating Success Fund) NATURE: The Cultivating Success Fund is a Donor Advised Fund with a group of my friends. The Donor Advised Fund will be a charitable giving vehicle administered by a public charity, The Columbus Foundation, created to manage charitable donations on behalf of my group of friends. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/06/2020 ADDRESS: 1234 East Broad Street, Columbus OH 43205

Exams

• S66 Uniform Combined State Law Examination
  2019-11-06

Other Names

• Samantha Robeano