Constance Chilvers Bolen

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

• 11/2008 → 02/2019
  Home Bank
  Baton Rouge, LA
• 11/2008 → 02/2019
  Home Bank, N.A.
  Baton Rouge, LA
• 02/2019 → 06/2026
  Hancock Whitney Bank
  Baton Rouge, LA
• 02/2019 → 08/2022
  Hancock Whitney Investment Services, Inc.
  Baton Rouge, LA
• 08/2022 → 06/2026
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2022 → 06/2026
  Cetera Investment Advisers Llc
  Baton Rouge, LA
• 06/2026 → Present
  Truist Investment Services, Inc.
  Houston, TX
• 06/2026 → Present
  Truist Advisory Services, Inc.
  Houston, TX

Previous Registrations

• 2022-08-10 → 2026-06-16
  Cetera Investment Advisers Llc
  Houston, TX
  Baton Rouge, LA
• 2019-08-14 → 2022-08-10
  Hancock Whitney Investment Services Inc.
  Baton Rouge, LA
  New Orleans, LA
• 2010-11-17 → 2011-11-18
  Invest Financial Corporation
  Baton Rouge, LA
• 2006-09-13 → 2008-11-24
  Chase Investment Services Corp.
  Baton Rouge, LA
  Baton Rouge, LA
• 2005-12-02 → 2006-07-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1.) LIMITED PARTNER IN CHILVERS PROPERTIES, LLC AS OF 2024; REAL ESTATE HOLDING COMPANY; OWNED WITH SISTER AND FATHER. THIS IS NOT INVESTMENT RELATED, AND I HAVE NO HOURS DEVOTED TO THIS BUSINESS.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-13

Other Names

• Connie Reed Chilvers
• Connie Chilvers Bolen
• Constance R Chilvers