Best Investors Account Sign in

Vikram Kamil Shah

Truist Advisory Services, Inc.

Winter Springs, FL

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2024-05-03
TX RA APPROVED_RES 2021-10-04
FL RA APPROVED 2016-09-14
  • RI RA
    APPROVED
    Since 2024-05-03
  • TX RA
    APPROVED_RES
    Since 2021-10-04
  • FL RA
    APPROVED
    Since 2016-09-14

Branch Locations

5775 Red Bug Rd, Winter Springs, FL 32708 • 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
Truist Investment Services, Inc. Winter Springs FL 04/2006 08/2025
Truist Advisory Services, Inc Winter Springs FL 09/2016 Present
Truist Investment Services, Inc. Winte Springs FL 08/2025 Present
  • 04/2006 → 08/2025
    Truist Investment Services, Inc.
    Winter Springs, FL
  • 09/2016 → Present
    Truist Advisory Services, Inc
    Winter Springs, FL
  • 08/2025 → Present
    Truist Investment Services, Inc.
    Winte Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-17
S63 Uniform Securities Agent State Law Examination 1995-08-09
  • S65 Uniform Investment Adviser Law Examination
    1998-03-17
  • S63 Uniform Securities Agent State Law Examination
    1995-08-09
Other Names
  • Vik Shah

View on SEC IAPD

Other Firms

PLANMEMBER SECURITIES CORPORATION
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARDS FINANCIAL SERVICES

Other Investors

MICHAEL STEPHEN BERZOVICH
ERIC CHARLES THARP
JUDAH-BEN ERNST
NIGEL ROHAN PERRYMAN
Carroll Clayton Matthews
Thomas N. LoBasso
Nelson Fernandez
Esteban R Rondon

Other Offices

PLANMEMBER SECURITIES CORPORATION · WINTER SPRINGS, FL
EQUITABLE ADVISORS, LLC · WINTER SPRINGS, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WINTER SPRINGS, FL
TRUIST ADVISORY SERVICES, INC. · CASSELBERRY, FL
TRUIST ADVISORY SERVICES, INC. · WINTER SPRINGS, FL
J.P. MORGAN SECURITIES LLC · WINTER SPRINGS, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER SPRINGS, FL
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · OVIEDO, FL

More in Winter Springs, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor