Staci Elizabeth Goins

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

• 01/2013 → Present
  Bb&T Securities, Llc
  Richmond, VA
• 02/2021 → 11/2022
  Truist Investment Services, Inc.
  New York, NY
• 02/2021 → 11/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 11/2022 → Present
  Truist Advisory Services, Inc.
  Myrtle Beach, SC
• 11/2022 → Present
  Truist Investment Services, Inc.
  Myrtle Beach, SC

Previous Registrations

• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Richmond, VA
  Hasbrouck Heights, NJ
  New York, NY
  Richmond, VA
  Richmond, VA
• 2009-01-28 → 2013-01-02
  Scott & Stringfellow, Llc
  Richmond, VA
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2008-12-12

Other Names

• Staci E Goins