Lori Julian-murphy

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

Authority	Category	Status	Date
RI	RA	APPROVED	2021-11-03
TX	RA	APPROVED_RES	2021-08-10
FL	RA	APPROVED	2016-11-01

RI RA
APPROVED

Since 2021-11-03
TX RA
APPROVED_RES

Since 2021-08-10
FL RA
APPROVED

Since 2016-11-01

Branch Locations

1 Town Center Rd Ste 200, Boca Raton, FL 33486 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Suntrust Investment Services, Inc	Atlanta	GA	08/2009	Present
Suntrust Advisory Services	Atlanta	GA	08/2016	Present

08/2009 → Present

Suntrust Investment Services, Inc

Atlanta, GA
08/2016 → Present

Suntrust Advisory Services

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-09-15
S63	Uniform Securities Agent State Law Examination	1985-10-16

S65 Uniform Investment Adviser Law Examination

2003-09-15
S63 Uniform Securities Agent State Law Examination

1985-10-16

Other Names

Lori Ann Julian
Lori Ann Schaum
Lori Julian
Lori Julian Schaum
Lori Ann Julian
Lori Ann Murphy
Lori Ann Murphy

View on SEC IAPD