Evan William Lankford

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

• 07/2017 → 02/2022
  Bdc Capital Management, Inc.
  Glen Allen, VA
• 01/2015 → 06/2017
  Bb&T
  Glen Allen, VA
• 10/2021 → 02/2022
  Charles Schwab & Co., Inc.
  Glen Allen, VA
• 07/2017 → 10/2021
  Raymond James Financial Services, Inc.
  Glen Allen, VA
• 02/2022 → 08/2026
  Truist Advisory Services, Inc.
  Richmond, VA
• 08/2026 → Present
  Truist Advisory Services, Inc.
  Richmond, VA

Previous Registrations

• 2017-09-06 → 2022-02-15
  Bdc Capital Management, Inc.
  Glen Allen, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-06
• S63 Uniform Securities Agent State Law Examination
  2014-10-02

Designations

• Chartered Financial Analyst