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Sarah Marie Turner

Truist Advisory Services, Inc.

Chesapeake, VA

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-21
  • VA RA
    APPROVED
    Since 2025-07-21

Branch Locations

238 Battlefield Blvd S, Chesapeake, VA 23322 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Norfolk VA 10/2014 01/2023
Wells Fargo Clearing Services, Llc Norfolk VA 07/2019 01/2023
Wells Fargo Clearing Services, Llc Virginia Beach VA 07/2024 07/2025
Wells Fargo Bank, Na Virginia Beach VA 07/2024 07/2025
Icon Plc Raleigh NC 02/2023 07/2024
Truist Investment Service, Inc Chesapeake VA 07/2025 Present
Truist Advisory Services, Inc Chesapeake VA 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-22
S63 Uniform Securities Agent State Law Examination 2019-10-16
  • S65 Uniform Investment Adviser Law Examination
    2024-08-22
  • S63 Uniform Securities Agent State Law Examination
    2019-10-16
Other Names
  • Sarah Dunn
  • Sarah Marie Dunn
  • Sarah Marie Turner
  • Sarah Turner

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
KORVING & COMPANY LLC
PRINCIPAL SECURITIES, INC.

Other Investors

ROBERT PAUL MARCHESANO
POONAM RANI MAHESHWARI
GERALD WILLCOX
JONATHAN MIGUEL AGUILAR BERNSTEIN
Glenn Van Haislip
Lauren C Kunkle
ELIZABETH SARAH HOLLAND
Kelsie Blake Smith

Other Offices

TRUIST ADVISORY SERVICES, INC. · CHESAPEAKE, VA
WELLS FARGO CLEARING SERVICES, LLC · CHESAPEAKE, VA
EDWARD JONES · PORTSMOUTH, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Portsmouth, VA
EDWARD JONES · Portsmouth, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SUFFOLK, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SUFFOLK, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Suffolk, VA

More in Chesapeake, VA

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