Best Investors Account Sign in

Susan E Potter

Truist Advisory Services, Inc.

Lexington, KY

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

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

Branch Locations

200 W Vine St Ste 200, Lexington, KY 40507 • 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
Bbtis Charlotte NC 03/2010 01/2018
Bb&T Bank Lexington KY 03/2010 01/2019
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Bb&T Lexington KY 01/2019 02/2021
Truist Investment Services, Inc. Lexington KY 02/2021 Present
Truist Advisory Services, Inc. Lexington KY 02/2021 Present
  • 03/2010 → 01/2018
    Bbtis
    Charlotte, NC
  • 03/2010 → 01/2019
    Bb&T Bank
    Lexington, KY
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 02/2021
    Bb&T
    Lexington, KY
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Lexington, KY
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Lexington, KY
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Lexington, KY
    Richmond, VA
  • 2010-12-22 → 2018-01-02
    Bb&T Investment Services, Inc.
    Lexington, KY
    Lexington, KY
    Charlotte, NC
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-21
  • S66 Uniform Combined State Law Examination
    2010-12-21
Other Names
  • Susan Potter

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
INVEST INC.
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
ASIO CAPITAL LLC

Other Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY
MARC ALLEN MOORE
AARON WILLIAM SEYFRIED
CARL LEE JINRIGHT
GEORGE DAVID PIERCE
JAMES MICHAEL THOMPSON

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY
CETERA INVESTMENT ADVISERS LLC · LEXINGTON, KY
INVEST INC. · LEXINGTON, KY
EAGLE STRATEGIES LLC · LEXINGTON, KY
LPL ENTERPRISE, LLC · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor