George Alfred Lupton

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

• 03/2011 → Present
  Scott & Stringfellow
  Atlanta, GA
• 01/2013 → Present
  Bb&T Securities, Llc
  Atlanta, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Atlanta, GA
  Richmond, VA
• 2011-04-01 → 2013-01-02
  Scott & Stringfellow, Llc
  Atlanta, GA
• 2005-02-18 → 2011-03-21
  Ubs Financial Services Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2004-01-07 → 2005-02-22
  Wells Fargo Clearing Services, Llc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-16
• S63 Uniform Securities Agent State Law Examination
  1990-03-08

Other Names

• George Alfred Lupton
• George A Lupton