Kenneth V Persson

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

• 03/2018 → 05/2021
  Caliber Collision
  Clermont, FL
• 05/2021 → 06/2022
  Tesla Collision
  Orlando, FL
• 08/2022 → 03/2026
  Truist Bank
  Melbourne, FL
• 03/2026 → 08/2026
  Truist Ivestment Services, Inc
  Merritt Island, FL
• 03/2016 → 12/2016
  Bank United
  Minneola, FL
• 01/2017 → 03/2018
  Seacoast Bank
  Minneola, FL
• 06/2026 → 08/2026
  Truist Advisory Services, Inc
  Merritt Island, FL
• 08/2026 → Present
  Truist Invetment Services, Inc.
  Melbourne, FL
• 08/2026 → Present
  Truist Advsory Services, Inc.
  Melbourne, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-06-20