Douglas French

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 → 01/2019
  Bb&T Bank
  Manassas, VA
• 12/2008 → 02/2021
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Manassas, VA
• 01/2019 → 02/2021
  Bb&T
  Manassas, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Manassas, VA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Manassas, VA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Manassas, VA
  Charlotte, NC
  Richmond, VA
• 2009-03-13 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Manassas, VA
  Manassas, VA

Other Businesses

NORTHERN VIRGINIA BONSAI SOCIETY POSITION: Board Member and Treasurer NATURE: A club of bonsai hobbyists promoting the art of bonsai. Conduct bonsai shows and workshops and furthering the awareness and education of the practice of bonsai. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 : TD Bank Acct : START DATE: 07/01/2023 ADDRESS: Springfield VA, United States DESCRIPTION: Collect member dues, manage raffle and auction finances, pay the visiting bonsai professionals, report on finances of the club at board meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-05
• S63 Uniform Securities Agent State Law Examination
  1995-02-01

Other Names

• Douglas Penn French