Helen Melissia Carneal

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

• 06/2010 → Present
  Suntrust Investment Services,Inc.
  Atlanta, GA
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2009-06-19 → 2010-05-12
  Micg Investment Management, Llc
  Newport News, VA
  Newport News, VA
  Richmond, VA
• 2009-01-26 → 2009-03-11
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Richmond, VA
• 2006-04-13 → 2008-12-31
  Bb&T Investment Services, Inc.
  Richmond, VA
  Charlotte, NC
  Charlotte, NC
• 2002-07-10 → 2006-03-16
  Truist Investment Services, Inc.
  Richmond, VA
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2000-12-29

Other Names

• Helen Melissia Ball
• Helen Melissa Davis
• Helen Davis Carneal
• Helen Melissia Davis