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Elizabeth Lauren Marquez

Truist Advisory Services, Inc.

Westlake, TX

CRD 7475994

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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-26
  • TX RA
    APPROVED
    Since 2022-03-26

Branch Locations

1301 Solana Blvd Fl 3, Westlake, TX 76262 • 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
Bb&T Now Truist Irving TX 05/2014 12/2021
Truist Investment Services, Inc Irving TX 12/2021 12/2024
Truist Advisory Services, Inc. Irving TX 03/2021 12/2024
Truist Investment Services, Inc. Fort Worth TX 12/2024 06/2026
Truist Advisory Services, Inc. Fort Worth TX 12/2024 06/2026
Truist Advisory Services, Inc. Fort Worth TX 06/2026 Present
Truist Investment Services, Inc. Fort Worth TX 06/2026 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-17
  • S66 Uniform Combined State Law Examination
    2022-03-17
Other Names
  • Elizabeth Lauren Nabors

View on SEC IAPD

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