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Horace Lee Ford

Truist Advisory Services, Inc.

Glend Allen, VA

CRD 4026263

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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
VA RA APPROVED 2016-09-19
  • VA RA
    APPROVED
    Since 2016-09-19

Branch Locations

10170 Brook Rd, Glend Allen, VA 23059 • 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
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 11/2013 07/2025
Suntrust Bank Glen Allen VA 10/2013 07/2025
Truist Advisory Services, Inc Atlanta GA 07/2025 Present
Suntrust Advisory Services Atlanta GA 08/2016 07/2025
Truist Investment Services, Inc Atlanta GA 07/2025 Present
  • 11/2013 → 07/2025
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 10/2013 → 07/2025
    Suntrust Bank
    Glen Allen, VA
  • 07/2025 → Present
    Atlanta, GA
  • 08/2016 → 07/2025
    Suntrust Advisory Services
    Atlanta, GA
  • 07/2025 → Present
    Truist Investment Services, Inc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-14
S63 Uniform Securities Agent State Law Examination 1999-10-28
  • S65 Uniform Investment Adviser Law Examination
    2007-02-14
  • S63 Uniform Securities Agent State Law Examination
    1999-10-28
Other Names
  • Lee Ford
  • N/A Lee Ford

View on SEC IAPD

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