Katherine Diane Pope

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

• 01/2006 → 02/2021
  Bb&T Investments
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Clinton, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Clinton, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Clinton, NC

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Clinton, NC
  Charlotte, NC
  Wilmington, NC
  Richmond, VA
• 2014-10-03 → 2018-01-02
  Bb&T Investment Services, Inc.
  Roseboro, NC
  Beulaville, NC
  Rose Hill, NC
  Warsaw, NC
  Newton Grove, NC
  Wallace, NC
  Clinton, NC
  Charlotte, NC
  Clinton, NC
  Charlotte, NC
  Charlotte, NC
  Wilmington, NC

Exams

• S66 Uniform Combined State Law Examination
  2014-09-29
• S65 Uniform Investment Adviser Law Examination
  1995-08-10
• S63 Uniform Securities Agent State Law Examination
  1994-07-29

Other Names

• Kathy Hayes