Megan Dowe Childress

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

• 06/2016 → 11/2016
  Unemployed
  Richmond, VA
• 11/2016 → Present
  Suntrust Bank
  Richmond, VA
• 11/2016 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA

Previous Registrations

• 2014-06-05 → 2016-07-21
  Wells Fargo Clearing Services, Llc
  Mechanicsville, VA
  Richmond, VA

Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: I have purchased a property and will be renting the property beginning in September INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: , Ruther Glen VA , United States DESCRIPTION: Owner/Manager of property

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-03
• S63 Uniform Securities Agent State Law Examination
  2014-05-13

Other Names

• Megan Dowe Pattie