Paul Joseph Vahle

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

• 08/2011 → 01/2018
  Bbtis
  Moody, AL
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Vestavia, AL
• 02/2021 → Present
  Truist Investment Services, Inc.
  Birmingham, AL
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Columbus, GA
  Opelika, AL
  Auburn, AL
  Opelika, AL
  Phenix City, AL
  Valley, AL
  Auburn, AL
  Columbus, GA
  Charlotte, NC
  Moody, AL
  Irondale, AL
  Homewood, AL
  Vestavia, AL
  Birmingham, AL
  Forestdale, AL
  Phenix City, AL
  Birmingham, AL
  Duluth, GA
  Irondale, AL
  Richmond, VA
• 2011-09-12 → 2018-01-02
  Bb&T Investment Services, Inc.
  Forestdale, AL
  Charlotte, NC
  Birmingham, AL
  Moody, AL
  Birmingham, AL
  Odenville, AL
  Irondale, AL
  Springville, AL
  Homewood, AL
  Vestavia, AL
  Hoover, AL
  Birmingham, AL
  Homewood, AL
  Vestavia, AL
• 2005-08-19 → 2010-08-17
  Lanark Financial, Inc.
  Birmingham, AL
  Thomasville, AL
  Pell City, AL
• 2004-05-07 → 2004-12-13
  Southtrust Securities, Llc
  Birmingham, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-14
• S63 Uniform Securities Agent State Law Examination
  1993-12-13

Other Names

• Paul J Vahle