Louis Gray Clark

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

• 08/2011 → 01/2018
  Bb&T Investments
  Palm Coast, FL
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Palm Coast, FL
• 02/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Port Orange, FL
  Charlotte, NC
  Palm Coast, FL
  Ormond Beach, FL
  Orange City, FL
  Orlando, FL
  Lake Mary, FL
  Saint Augustine, FL
  Altamonte Springs, FL
  Saint Augustine, FL
  Ponte Vedra Beach, FL
  Longwood, FL
  Orlando, FL
  Richmond, VA
• 2011-08-17 → 2018-01-02
  Bb&T Investment Services, Inc.
  Saint Augustine, FL
  Charlotte, NC
  Palm Coast, FL
  Ormond Beach, FL
  Jacksonville, FL
  Jacksonville, FL
  Saint Augustine, FL
  Jacksonville, FL
  Jacksonville, FL
  Lake Mary, FL
  Ponte Vedra Beach, FL
  Orlando, FL
  Lake Mary, FL
  Saint Augustine, FL
  Atlantic Beach, FL
  Ocala, FL
  Altamonte Springs, FL
  Silver Springs, FL
  Maitland, FL
  Longwood, FL
  Orange City, FL
  Eustis, FL
  Leesburg, FL
  Casselberry, FL
  Winter Park, FL
  Ponte Vedra Beach, FL
  Port Orange, FL
  Daytona Beach, FL
• 2010-04-06 → 2011-08-18
  Valic Financial Advisors, Inc.
  Gainesville, FL
• 2001-03-01 → 2010-04-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, NC
  Jacksonville, FL
  Greenville, NC

Exams

• S66 Uniform Combined State Law Examination
  2002-06-24

Designations

• Certified Financial Planner

Other Names

• Louis G Clark
• Louis Gray Clark