Carlos Eli Cano

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

• 11/2015 → 06/2021
  Amwest Ambulance Inc.
  North Hollywood, CA
• 04/2021 → 12/2021
  Ami Expeditonary Healthcare
  Los Angeles, CA
• 12/2021 → 03/2022
  Unemployed
  Lake Alfred, FL
• 03/2022 → 07/2023
  Truist Bank
  Lake Alfred, FL
• 07/2023 → Present
  Truist Advisory Services Inc.
  Orlando, FL
• 07/2023 → Present
  Truist Invetsment Services Inc.
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-10-30