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Marc David Lawrence

Truist Advisory Services, Inc.

Homosassa, FL

CRD 5828039

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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-09-09
  • FL RA
    APPROVED
    Since 2016-09-09

Branch Locations

Homosassa, FL • 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
Suntrust Investment Services,Inc. Atlanta GA 04/2013 10/2019
Suntrust Advisory Services, Inc. Atlanta GA 09/2016 Present
Suntrust Investment Services, Inc. Atlanta GA 10/2019 Present
  • 04/2013 → 10/2019
    Suntrust Investment Services,Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 10/2019 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-09
S63 Uniform Securities Agent State Law Examination 2010-10-13
  • S66 Uniform Combined State Law Examination
    2013-08-09
  • S63 Uniform Securities Agent State Law Examination
    2010-10-13
Other Names
  • Marc Lawrence

View on SEC IAPD

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