Daniel William Walsh

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

• 03/1997 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2016 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2001-09-07
• S63 Uniform Securities Agent State Law Examination
  1996-11-11

Designations

• Certified Financial Planner

Other Names

• Dan Walsh