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Spencer Ellis Lowry

Truist Advisory Services, Inc.

Salem, VA

CRD 8311668

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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 2026-08-10
  • VA RA
    APPROVED
    Since 2026-08-10

Branch Locations

1425 W Main St, Salem, VA 24153 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Investment Services, Inc. Salem VA 07/2026 Present
Truist Advisory Services, Inc. Salem VA 07/2026 Present
Blacksburg High School Blacksburg VA 11/2014 11/2016
Atlantic Union Bank Christianburg VA 11/2016 01/2018
Atlantic Union Bank Christianburg VA 01/2018 01/2020
American National Bank Christianburg VA 02/2020 09/2021
Freedom First Cu Blacksburg VA 09/2021 11/2023
Freedom First Cu Blacksburg VA 11/2023 10/2025
Carter Bank Christianburg VA 10/2025 07/2026
  • 07/2026 → Present
    Truist Investment Services, Inc.
    Salem, VA
  • 07/2026 → Present
    Truist Advisory Services, Inc.
    Salem, VA
  • 11/2014 → 11/2016
    Blacksburg High School
    Blacksburg, VA
  • 11/2016 → 01/2018
    Atlantic Union Bank
    Christianburg, VA
  • 01/2018 → 01/2020
    Atlantic Union Bank
    Christianburg, VA
  • 02/2020 → 09/2021
    American National Bank
    Christianburg, VA
  • 09/2021 → 11/2023
    Freedom First Cu
    Blacksburg, VA
  • 11/2023 → 10/2025
    Freedom First Cu
    Blacksburg, VA
  • 10/2025 → 07/2026
    Carter Bank
    Christianburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-08
  • S66 Uniform Combined State Law Examination
    2026-05-08
Other Names
  • Spencer Ellis Lowery

View on SEC IAPD

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