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Candice Owens Howell

Truist Advisory Services, Inc.

Warner Robins, GA

CRD 5044818

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-02-17
  • GA RA
    APPROVED
    Since 2021-02-17

Branch Locations

3001 Watson Blvd Fl 1, Warner Robins, GA 31093 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investments Charlotte NC 12/2006 02/2021
Bb&T Securities, Llc Macon GA 01/2018 02/2021
Truist Investment Services, Inc. Columbus GA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 12/2006 → 02/2021
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Macon, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Columbus, GA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Warner Robins, GA
    Charlotte, NC
    Fort Valley, GA
    Warner Robins, GA
    Montezuma, GA
    Butler, GA
    Duluth, GA
    Byron, GA
    Macon, GA
    Macon, GA
    Valdosta, GA
    Tifton, GA
    Douglas, GA
    Adel, GA
    Columbus, GA
    Columbus, GA
    Richmond, VA
  • 2006-12-18 → 2018-01-02
    Bb&T Investment Services, Inc.
    Macon, GA
    Macon, GA
    Macon, GA
    Macon, GA
    Macon, GA
    Macon, GA
    Macon, GA
    Forsyth, GA
    Macon, GA
    Warner Robins, GA
    Macon, GA
    Macon, GA
    Carrollton, GA
    Carrollton, GA
    Charlotte, NC
    Fort Valley, GA
    Macon, GA
    Warner Robins, GA
    Macon, GA
    Warner Robins, GA
    Roberta, GA
    Montezuma, GA
    Butler, GA
    Duluth, GA
    Tifton, GA
    Macon, GA
    Byron, GA
    Macon, GA
    Macon, GA
  • 2006-11-29 → 2006-12-11
    Warner Robins, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-21
  • S66 Uniform Combined State Law Examination
    2006-11-21
Other Names
  • Candace L Owens
  • Candice L Owens

View on SEC IAPD

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