Sarah Marie Turner

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

• 10/2014 → 01/2023
  Wells Fargo Bank, Na
  Norfolk, VA
• 07/2019 → 01/2023
  Wells Fargo Clearing Services, Llc
  Norfolk, VA
• 07/2024 → 07/2025
  Wells Fargo Clearing Services, Llc
  Virginia Beach, VA
• 07/2024 → 07/2025
  Wells Fargo Bank, Na
  Virginia Beach, VA
• 02/2023 → 07/2024
  Icon Plc
  Raleigh, NC
• 07/2025 → Present
  Truist Investment Service, Inc
  Chesapeake, VA
• 07/2025 → Present
  Truist Advisory Services, Inc
  Chesapeake, VA

Previous Registrations

• 2024-08-22 → 2025-07-22
  Wells Fargo Clearing Services, Llc
  Norfolk, VA
  Virginia Beach, VA

Exams

• 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