Lynn Newiger Carter

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

• 12/2008 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2008-08-29 → 2008-12-19
  Ameriprise Financial Services, Llc
  Atlanta, GA
• 2003-04-22 → 2005-10-04
  Wells Fargo Clearing Services, Llc
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-05-14
• S65 Uniform Investment Adviser Law Examination
  1994-06-08

Other Names

• Lynn Prentice
• Lynn A Newiger
• Lynn A Prentice
• Lynn Ann Newiger
• Lynn Ann Newiger
• Lynn Ann Newiger-Carter