Nick Arthachinda

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

• 06/2010 → 05/2019
  Umb Bank
  Kansas City, MO
• 06/2022 → Present
  Truist Investment Services, Inc.
  Fort Worth, TX
• 06/2022 → Present
  Truist Advisory Services, Inc
  Fort Worth, TX
• 05/2019 → 01/2021
  Westcott Investment Group
  Dallas, TX
• 01/2021 → 05/2022
  Fpt Software
  Richardson, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-08-24

Other Names

• Nick Trangjaroenngarm