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Lori Diane Mcguire

Truist Advisory Services, Inc.

Charleston, WV

CRD 3175009

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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
WV RA APPROVED 2024-12-12
NC RA APPROVED 2021-08-03
  • WV RA
    APPROVED
    Since 2024-12-12
  • NC RA
    APPROVED
    Since 2021-08-03

Branch Locations

300 Summers Street 6Th Floor, Charleston, WV 25301 • 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 Advisory Services, Inc. Charlotte NC 07/2021 Present
Bb&T Wealth Charleston WV 01/2014 06/2021
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-10
  • S63 Uniform Securities Agent State Law Examination
    2000-10-10
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHARLESTON, WV
MORGAN STANLEY · CHARLESTON, WV
THE HUNTINGTON INVESTMENT COMPANY · CHARLESTON, WV

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