Brian Joseph Losak

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

• 08/2006 → 01/2017
  Compass Bank
  Birmingham, AL
• 05/2013 → 01/2017
  Bbva Securities Inc.
  Fort Worth, TX
• 02/2017 → Present
  Truist Bank
  Dallas, TX
• 03/2017 → Present
  Truist Advisory Services, Inc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2009-03-20

Designations

• Chartered Financial Analyst

Other Names

• Brian J Losak
• Brian Losak