Azrealle Charmaye Alyse Mcclain

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

• 03/2016 → 07/2023
  Td Ameritrade
  Cary, NC
• 07/2023 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 07/2023 → Present
  Truist Advisory Services, Inc.
  Raleigh, NC

Previous Registrations

• 2016-04-26 → 2023-07-14
  Td Ameritrade Investment Management, Llc
  Cary, NC
• 2016-04-26 → 2022-10-14
  Td Ameritrade, Inc.
  Cary, NC

Exams

• S66 Uniform Combined State Law Examination
  2016-04-25
• S63 Uniform Securities Agent State Law Examination
  2014-03-21