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Maria Guadalupe Vazquez

Truist Advisory Services, Inc.

Marietta, GA

CRD 7495799

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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
GA RA APPROVED 2025-01-30
  • GA RA
    APPROVED
    Since 2025-01-30

Branch Locations

2480 Dallas Highway, Marietta, GA 30364 • 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
Wells Fargo Clearing Services, Llc Woodstock GA 01/2022 01/2025
Wells Fargo Bank, Na Woodstock GA 05/2017 01/2025
Homemaker Acworth GA 08/2015 05/2017
Truist Investment Services, Inc Marietta GA 01/2025 Present
Truist Advisory Services, Inc Marietta GA 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-06
  • S66 Uniform Combined State Law Examination
    2022-05-06
Other Names
  • Maria Guadalupe Julian

View on SEC IAPD

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