Paige Franklin Crisp

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Raleigh, NC
• 08/2004 → 01/2018
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 12/2019 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 12/2019 → 02/2021
  Suntrust Bank
  Atlanta, GA
• 11/2020 → 02/2021
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 02/2021 → 07/2025
  Truist Investment Services, Inc.
  Raleigh, NC
• 02/2021 → 07/2025
  Truist Advisory Services, Inc.
  Raleigh, NC
• 10/2025 → Present
  Lpl Financial
  Winston Salem, NC
• 10/2025 → Present
  Truliant Federal Credit Union
  Winston Salem, NC
• 07/2025 → 10/2025
  Unemployed
  Raleigh, NC

Previous Registrations

• 2020-11-16 → 2025-07-31
  Truist Advisory Services, Inc.
  Raleigh, NC
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Raleigh, NC
  Morehead City, NC
  Asheville, NC
  Greenville, NC
  Raleigh, NC
  Fayetteville, NC
  Wilson, NC
  Greensboro, NC
  Richmond, VA
• 2012-10-11 → 2018-01-02
  Bb&T Investment Services, Inc.
  Emporia, VA
  South Hill, VA
  Williamston, NC
  Raleigh, NC
  Wake Forest, NC
  Raleigh, NC
  Cary, NC
  Fuquay Varina, NC
  Garner, NC
  Apex, NC
  Apex, NC
  Morehead City, NC
  New Bern, NC
  Dunn, NC
  Beaufort, NC
  New Bern, NC
  Cedar Point, NC
  Morehead City, NC
  Greensboro, NC
  Columbia, NC
  Winston Salem, NC
  High Point, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  High Point, NC
  Jamestown, NC
  Greensboro, NC
  Farmville, NC
  New Bern, NC
  Sparta, NC
  Elkin, NC
  Henderson, NC
  Yadkinville, NC
  Oxford, NC
  Cary, NC
  Cary, NC
  Roanoke Rapids, NC
  Tarboro, NC
  Kill Devil Hills, NC
  Mocksville, NC
  Winston-Salem, NC
  Greenville, NC
  Chapel Hill, NC
  Raleigh, NC
  Clemmons, NC
  Elizabeth City, NC
  Kinston, NC
  Durham, NC
  Raleigh, NC
  Raleigh, NC
  Zebulon, NC
  Knightdale, NC
  Rocky Mount, NC
  Edenton, NC
  Plymouth, NC
  Raleigh, NC
  Durham, NC
  Raleigh, NC
  Chapel Hill, NC
  Louisburg, NC
  Raleigh, NC
  Durham, NC
  Raleigh, NC
  Cary, NC
  Raleigh, NC
  Durham, NC
  Hillsborough, NC
  Wake Forest, NC
  Wilson, NC
  Wilson, NC
  Wilson, NC
  Goldsboro, NC
  Thomasville, NC
  Lexington, NC
  Thomasville, NC
  Winston Salem, NC
  Lexington, NC
  Roanoke Rapids, NC
  Wake Forest, NC
  Charlotte, NC
  Durham, NC
  Roxboro, NC
  Graham, NC
  Winston-Salem, NC
  Greensboro, NC
  Greensboro, NC
  Kernersville, NC
  Kernersville, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Greensboro, NC
  Durham, NC
  Greenville, NC
  Sneads Ferry, NC
  Raleigh, NC
  High Point, NC
  High Point, NC
  Bermuda Run, NC
  Winterville, NC
  Ayden, NC
  Goldsboro, NC
  Goldsboro, NC
  Greenville, NC
  Fremont, NC
  Greensboro, NC
  Madison, NC
  Reidsville, NC
  Eden, NC
  Raleigh, NC
  Cary, NC
  Winston-Salem, NC
  Garner, NC
  Winston Salem, NC
  King, NC
  Winston-Salem, NC
  Smithfield, NC
  Clayton, NC
  Princeton, NC
  Selma, NC
  Winston Salem, NC
  Winston Salem, NC
  Sunset Beach, NC
  Denton, NC
  Cary, NC
  La Grange, NC
  Charlotte, NC
  Mount Airy, NC
  Pilot Mountain, NC
  Mount Airy, NC
  Raleigh, NC
  Morrisville, NC
  Raleigh, NC
  Oak Ridge, NC

Other Businesses

1)10/28/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Truliant Financial Advisors - Inv Rel - At Reported Business Location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-10
• S63 Uniform Securities Agent State Law Examination
  1997-04-04