Joseph Dennis Burns

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

• 12/2010 → Present
  Suntrust Bank
  Charlotte, NC
• 05/2016 → Present
  Suntrust Advisory Services
  Charlotte, NC

Previous Registrations

• 2004-04-07 → 2005-05-02
  Banc Of America Investment Services, Inc.
  Columbia, SC
• 2001-12-31 → 2002-05-24
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-19
• S63 Uniform Securities Agent State Law Examination
  1996-09-11

Designations

• Certified Financial Planner