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Elizabeth Lawless Davila

Truist Advisory Services, Inc.

Mclean, VA

CRD 2552319

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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
VA RA APPROVED 2016-11-02
  • VA RA
    APPROVED
    Since 2016-11-02

Branch Locations

1301 Chain Bridge Rd, Mclean, VA 20147 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Bank Haymarket VA 08/2015 Present
Suntrust Investment Services Atlanta GA 08/2015 Present
Suntrust Advisory Services Llc Atlanta GA 10/2016 Present
  • 08/2015 → Present
    Suntrust Bank
    Haymarket, VA
  • 08/2015 → Present
    Suntrust Investment Services
    Atlanta, GA
  • 10/2016 → Present
    Suntrust Advisory Services Llc
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-09-14
  • S63 Uniform Securities Agent State Law Examination
    2015-09-14
Designations
  • Certified Financial Planner
Other Names
  • Elizabeth A Lawless
  • Elizabeth L Hast
  • Betty Lawless Davila
  • Elizabeth Lawless Davila

View on SEC IAPD

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