Haivyl Lopez

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

• 02/2014 → 01/2019
  Bb&T Bank
  Miami, FL
• 03/2014 → 01/2018
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 02/2021
  Bb&T
  Miami, FL
• 02/2021 → Present
  Truist Investment Services, Inc.
  Miami, FL
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Miami, FL

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Miami, FL
  Richmond, VA
• 2014-07-18 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Miami, FL

Other Businesses

HSL MANAGEMENT GROUP LLC POSITION: Manager NATURE: Real Estate for Estate Planning purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: Miami FL, United States DESCRIPTION: Manage real estate.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-08