Rachel Pahnke Small

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

• 06/2016 → 05/2017
  Bb&T Bank
  Raleigh, NC
• 06/2017 → 02/2021
  Bb&T Investment Services, In.
  Raleigh, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Raleigh, NC
• 02/2021 → 04/2025
  Truist Investment Services, Inc.
  Raleigh, NC
• 02/2021 → 04/2025
  Truist Advisory Services, Inc.
  Atlanta, GA
• 04/2025 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 04/2025 → Present
  Truist Advsiory Services, Inc.
  Raleigh, NC

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Raleigh, NC
  Raleigh, NC
  Richmond, VA
• 2017-10-25 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Raleigh, NC
  Raleigh, NC

Other Businesses

NC SECRETARY OF STATE POSITION: Notary NATURE: Public notary. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2023 ADDRESS: Raleigh NC, United States DESCRIPTION: Notarize documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-24
• S63 Uniform Securities Agent State Law Examination
  2017-08-03

Other Names

• Rachel Joy Pahnke