David Jeffrey Banack

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

• 07/2011 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 08/2016 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Other Businesses

2. * RENTAL PROPERTY * PORT SAINT LUCIE, FL * RESIDENTIAL RENTAL PROPERTY * OWNER; 01/01/2011 - PRESENT * DUTIES; COLLECT RENT & MAINTAIN PROPERTY * 0-HOURS DEVOTED PER MONTH DURING BUSINESS HOURS/0-HOURS DEVOTED PER MONTH AFTER BUSINESS HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-31
• S63 Uniform Securities Agent State Law Examination
  1991-08-15

Other Names

• Jeff Banack