Brian Thomas Huxhold

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

• 09/2013 → 03/2018
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2015 → 03/2018
  Schwab Private Client Investment Advisory, Inc.
  Phoenix, AZ
• 03/2018 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA
• 03/2018 → Present
  Suntrust Bank
  Nashville, TN
• 03/2018 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2015-09-08 → 2018-03-20
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
  Phoenix, AZ
• 2013-10-16 → 2015-09-08
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
• 2010-12-16 → 2013-07-24
  Edward Jones
  Seattle, WA
  Tempe, AZ
  Tempe, AZ
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2010-12-02

Designations

• Certified Financial Planner

Other Names

• Brian T Huxhold
• Brian Huxhold