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Vance Christian Anderson

Truist Advisory Services, Inc.

Raleigh, NC

CRD 7189214

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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-02-17
  • NC RA
    APPROVED
    Since 2021-02-17

Branch Locations

3605 Glenwood Ave Fl 4, Raleigh, NC 27612 • 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
Bb&T Securities Raleigh NC 10/2019 02/2021
Bernard Robinson & Co Dunn NC 06/2018 10/2019
Campbell University Buies Creek NC 08/2016 06/2018
Truist Investment Services, Inc. Raleigh NC 02/2021 Present
Truist Advisory Services, Inc. Raleigh NC 02/2021 Present
  • 10/2019 → 02/2021
    Bb&T Securities
    Raleigh, NC
  • 06/2018 → 10/2019
    Bernard Robinson & Co
    Dunn, NC
  • 08/2016 → 06/2018
    Campbell University
    Buies Creek, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Raleigh, NC
  • 02/2021 → Present
    Raleigh, NC
Previous Registrations
  • 2020-07-03 → 2021-02-17
    Bb&T Securities, Llc
    Raleigh, NC
    Richmond, VA
Other Businesses

WAKE TECHNICAL COMMUNITY COLLEGE POSITION: Adjunct Instructor, Accounting NATURE: Community College - Accounting and Finance Department INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: Raleigh NC, United States DESCRIPTION: Provide instruction for assigned course.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-02
  • S66 Uniform Combined State Law Examination
    2020-07-02

View on SEC IAPD

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