Lewis Wade Blalock

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

• 06/2014 → Present
  Truist Investment Services, Inc.
  Winter Park, FL
• 08/2016 → Present
  Truist Advisory Services, Inc.
  Winter Park, FL

Previous Registrations

• 2010-06-08 → 2014-06-17
  Wells Fargo Clearing Services, Llc
  Orlando, FL
  Winter Park, FL
  Longwood, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2009-10-23 → 2010-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 2005-11-14 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Orlando, FL
  Altamonte Springs, FL
• 2003-09-23 → 2005-11-15
  Ameriprise Advisor Services, Inc.
  Hollywood, FL
  Alachua, FL
  Tallahasee, FL
  St. Cloud, FL
  Longwood, FL
  Orlando, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-02
• S63 Uniform Securities Agent State Law Examination
  1998-09-11

Other Names

• Wade Blalock
• L Wade Blalock