Daniel Britt Kimel

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

• 01/2005 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2003-02-10 → 2005-01-03
  Ncf Financial Services, Inc.
  Lexington, NC
• 2002-10-18 → 2003-02-20
  Rbc Capital Markets, Llc
  Asheboro, NC
• 2001-12-31 → 2002-10-21
  Jbs Liberty Securities, Inc.
  Asheboro, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-25
• S63 Uniform Securities Agent State Law Examination
  1991-03-20

Other Names

• Britt Kimel
• D. Britt Kimel
• Daniel B. Kimel