Wesley Shade

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

• 11/2023 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 08/2002 → 01/2019
  Full Time Student
  Greenville, NC
• 01/2019 → 08/2019
  Dick'S Sporting Goods
  Greenville, NC
• 08/2019 → 05/2021
  Full Time Education
  Raleigh, NC
• 05/2021 → 08/2021
  Triangle Concrete
  Garner, NC
• 08/2021 → 05/2022
  Full Time Education
  Raleigh, NC
• 05/2022 → 11/2023
  First Citizens Investor Services
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-01-26

Designations

• Certified Financial Planner

Other Names

• Wesley Joseph Shade