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Shannon Bri'ANne Hill

Truist Advisory Services, Inc.

Lake Mary, FL

CRD 7664402

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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 2024-05-02
FL RA APPROVED 2023-12-06
  • TX RA
    APPROVED
    Since 2024-05-02
  • FL RA
    APPROVED
    Since 2023-12-06

Branch Locations

1100 Townpark Ave, Lake Mary, FL 32746 • 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
Cuso Financial Services, Lp San Diego CA 11/2022 10/2023
Fairwinds Credit Union Orlando FL 11/2022 10/2023
Fairwinds Credit Union Orlando FL 03/2019 11/2022
Fairwinds Credit Union Orlando FL 12/2015 03/2019
Truist Investment Services, Inc. Orlando FL 11/2023 Present
Truist Advisory Services, Inc. Orlando FL 11/2023 Present
  • 11/2022 → 10/2023
    Cuso Financial Services, Lp
    San Diego, CA
  • 11/2022 → 10/2023
    Fairwinds Credit Union
    Orlando, FL
  • 03/2019 → 11/2022
    Fairwinds Credit Union
    Orlando, FL
  • 12/2015 → 03/2019
    Fairwinds Credit Union
    Orlando, FL
  • 11/2023 → Present
    Truist Investment Services, Inc.
    Orlando, FL
  • 11/2023 → Present
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-03
  • S66 Uniform Combined State Law Examination
    2023-04-03
Other Names
  • Shannon Brianne Hill

View on SEC IAPD

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