Paul Waddell Collins

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

• 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

• 2018-06-19 → 2021-07-20
  Peachtree Wealth Advisors, Inc
  Atlanta, GA
• 2016-09-29 → 2017-03-02
  Waddell & Reed
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2016-09-28

Other Names

• Paul Waddell Collins Iii