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Lina M Valencia Sandoval

Truist Advisory Services, Inc.

Weston, FL

CRD 8162995

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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
FL RA APPROVED 2026-01-12
  • FL RA
    APPROVED
    Since 2026-01-12

Branch Locations

1200 Weston Rd, Weston, FL 33326 • 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
Compass Canada Alberta 11/2016 08/2017
Carkey Auto Inc Alberta 08/2017 06/2018
Truist Bank Weston FL 10/2018 09/2025
Unemployed Weston FL 06/2018 10/2018
Truist Investment Services, Inc Weston FL 09/2025 03/2026
Unemployed Albert 05/2016 11/2016
Truist Advisory Services, Inc Weston FL 03/2026 Present
Truist Investment Services, Inc Weston FL 03/2026 Present
  • 11/2016 → 08/2017
    Compass Canada
    Alberta
  • 08/2017 → 06/2018
    Carkey Auto Inc
    Alberta
  • 10/2018 → 09/2025
    Truist Bank
    Weston, FL
  • 06/2018 → 10/2018
    Unemployed
    Weston, FL
  • 09/2025 → 03/2026
    Truist Investment Services, Inc
    Weston, FL
  • 05/2016 → 11/2016
    Unemployed
    Albert
  • 03/2026 → Present
    Truist Advisory Services, Inc
    Weston, FL
  • 03/2026 → Present
    Truist Investment Services, Inc
    Weston, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-19
  • S66 Uniform Combined State Law Examination
    2025-11-19

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.

Nearby Investors

REMY LYN JEANNEAU
RICHARD MARTIN ARDUENGO
JOSE ANTONIO FONTE

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL

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