Samantha Camille Mcdevitt

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

• 11/2015 → 01/2018
  Bbtis
  Graham, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Greensboro, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Greensboro, NC
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Greensboro, NC
  Greensboro, NC
  Burlington, NC
  Charlotte, NC
  Raleigh, NC
  Graham, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Roxboro, NC
  Durham, NC
  Durham, NC
  Durham, NC
  Richmond, VA
• 2015-11-02 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Raleigh, NC
  Graham, NC
  Greensboro, NC
  Greensboro, NC
  Asheboro, NC
  Greensboro, NC
  Liberty, NC
  Greensboro, NC
  Asheboro, NC
  Greensboro, NC
  Whitsett, NC
  Liberty, NC
  Greensboro, NC
  Burlington, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
• 2014-07-10 → 2015-10-22
  Wells Fargo Clearing Services, Llc
  High Point, NC

Other Businesses

S ENTERPRISES LLC POSITION: Member NATURE: Farming, Livestock, Photography INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2020 ADDRESS: Julian NC, United States DESCRIPTION: Administrative duties, financial duties, working on property, marketing, business development

Exams

• S66 Uniform Combined State Law Examination
  2014-07-10

Other Names

• Samantha Mcdevitt