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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-02 |
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