Mary Kay Elliott

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

• 06/1998 → 06/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 06/2018 → Present
  Bb&T Securities
  Fort Worth, TX
• 02/2021 → Present
  Truist Investment Services, Inc.
  Fort Worth, TX
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-06-21 → 2021-02-17
  Bb&T Securities, Llc
  Fort Worth, TX
  Richmond, VA
• 1998-09-01 → 2018-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2011-09-17
• S63 Uniform Securities Agent State Law Examination
  1992-04-30

Other Names

• Mary Kay Walker
• Mary Kay Elliott