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Carson Boggs

Truist Advisory Services, Inc.

Williamsburg, VA

CRD 8213722

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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
WV RA APPROVED 2026-04-03
  • WV RA
    APPROVED
    Since 2026-04-03

Branch Locations

Williamsburg, VA • 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
Kanawha County School Sissonville WV 08/2008 05/2022
Bream Charleston WV 06/2021 07/2025
Truist Investment Services, Inc Cjarleston WV 01/2026 Present
Northwestern Mutual Charleston WV 07/2024 11/2025
  • 08/2008 → 05/2022
    Kanawha County School
    Sissonville, WV
  • 06/2021 → 07/2025
    Bream
    Charleston, WV
  • 01/2026 → Present
    Truist Investment Services, Inc
    Cjarleston, WV
  • 07/2024 → 11/2025
    Northwestern Mutual
    Charleston, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-27
  • S66 Uniform Combined State Law Examination
    2026-03-27

View on SEC IAPD

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