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Paul Waddell Collins

Truist Advisory Services, Inc.

Asheville, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-09-10
NC RA APPROVED 2021-07-22
  • TX RA
    APPROVED_RES
    Since 2021-09-10
  • NC RA
    APPROVED
    Since 2021-07-22

Branch Locations

1635 Hendersonville Rd, Asheville, NC 28803 • 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
Waddell & Reed Inc Atlanta GA 05/2016 02/2017
Various Insurance Carriers For W&R Insurance Agencies Atlanta GA 07/2016 02/2017
Triad Advisors, Inc. Norcross GA 03/2017 Present
Peachtree Wealth Advisors Atlanta GA 03/2017 07/2021
Truist Investment Services, Inc Atlanta GA 07/2021 Present
  • 05/2016 → 02/2017
    Waddell & Reed Inc
    Atlanta, GA
  • 07/2016 → 02/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Atlanta, GA
  • 03/2017 → Present
    Triad Advisors, Inc.
    Norcross, GA
  • 03/2017 → 07/2021
    Peachtree Wealth Advisors
    Atlanta, GA
  • 07/2021 → Present
    Truist Investment Services, Inc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-28
  • S66 Uniform Combined State Law Examination
    2016-09-28
Other Names
  • Paul Waddell Collins Iii

View on SEC IAPD

Other Firms

OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN
SANDRA K NEWBERRY
JONATHAN TRAVIS PAYNE
CHRISTINA LEIGH SIMPSON
KATHLEEN CARROLL KING
AMBER DAWN MCCLEEREY

Other Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
EDWARD JONES · ASHEVILLE, NC
LPL FINANCIAL LLC · ASHEVILLE, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Asheville, NC

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