Jocelyn Marie Mcbride

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

• 06/2017 → 02/2021
  Bbtis
  Clyton, NC
• 01/2017 → 05/2017
  Bb&T
  Wake Forest, NC
• 11/2016 → 12/2016
  Unemployed
  San Diego, CA
• 06/2016 → 11/2016
  Hendrick Chevrolet
  San Diego, CA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2019-05-22 → 2021-03-02
  Bb&T Securities, Llc
  Charlotte, NC
  Clayton, NC
  Raleigh, NC
  Raleigh, NC
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-21
• S63 Uniform Securities Agent State Law Examination
  2018-09-17

Other Names

• Jocelyn Marie Parham