Susan Lynn Imel

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

• 12/2008 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 03/2019 → 02/2021
  Suntrust Investment Services, Inc
  Atlanta, GA
• 03/2019 → 02/2021
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 12/2019 → 02/2021
  Bb&T Securities, Llc.
  Richmond, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2009-01-12 → 2019-03-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Spartanburg, SC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Winter Park, FL
  Orlando, FL
  Winter Park, FL
  Orlando, FL
• 2007-03-02 → 2009-01-08
  Waddell & Reed
  Columbia, SC
  Spartanburg, SC
• 2006-01-31 → 2007-02-16
  Ubs Financial Services Inc.
  Columbia, SC

Other Businesses

MECKLANBURG COUNTY NOTARY PUBLIC POSITION: Notary Public NATURE: notary public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2010 ADDRESS: , Charlotte NC , United States DESCRIPTION: occasional notary for no fee

Exams

• S66 Uniform Combined State Law Examination
  2006-01-30

Other Names

• Susan Lynn Miller
• Susan Lynn Miller-Imel
• Susan L Imel
• Susan Lynn Imel
• Susan Lynn Miller
• Susan Imel