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Anderson Reed Stockard

Truist Advisory Services, Inc.

Charlotte, NC

CRD 7814497

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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
NC RA APPROVED 2025-09-15
  • NC RA
    APPROVED
    Since 2025-09-15

Branch Locations

214 N Tryon St Fl 32, Charlotte, NC 28202 • 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
Pruco Securities Llc Greensboro NC 08/2023 11/2024
White And Wood Greensboro NC 03/2023 11/2024
American Eagle Systems High Point NC 10/2021 03/2022
Northwest Animal Hospital Oak Ridge NC 05/2020 08/2021
The Bridge Tender Wilmington NC 08/2018 12/2019
Appalachian Ski Mountain Boone NC 11/2017 04/2018
Fields Landscaping Greensboro NC 09/2021 09/2021
Right Constructs Greensboro NC 10/2022 12/2022
Homemaking Greensboro NC 03/2022 09/2022
Student Boone NC 08/2016 08/2018
Student Wilmington NC 08/2018 03/2020
Student Greensboro NC 04/2020 08/2021
The Prudential Insurance Company Of America Greensboro NC 02/2024 08/2025
Lpl Enterprise, Llc High Point NC 11/2024 08/2025
Truist Investment Service, Inc Charlotte NC 09/2025 Present
Trusit Advisory Services, Inc Charlotte NC 09/2025 Present
  • 08/2023 → 11/2024
    Greensboro, NC
  • 03/2023 → 11/2024
    White And Wood
    Greensboro, NC
  • 10/2021 → 03/2022
    American Eagle Systems
    High Point, NC
  • 05/2020 → 08/2021
    Northwest Animal Hospital
    Oak Ridge, NC
  • 08/2018 → 12/2019
    The Bridge Tender
    Wilmington, NC
  • 11/2017 → 04/2018
    Appalachian Ski Mountain
    Boone, NC
  • 09/2021 → 09/2021
    Fields Landscaping
    Greensboro, NC
  • 10/2022 → 12/2022
    Right Constructs
    Greensboro, NC
  • 03/2022 → 09/2022
    Homemaking
    Greensboro, NC
  • 08/2016 → 08/2018
    Student
    Boone, NC
  • 08/2018 → 03/2020
    Student
    Wilmington, NC
  • 04/2020 → 08/2021
    Student
    Greensboro, NC
  • 02/2024 → 08/2025
    The Prudential Insurance Company Of America
    Greensboro, NC
  • 11/2024 → 08/2025
    High Point, NC
  • 09/2025 → Present
    Truist Investment Service, Inc
    Charlotte, NC
  • 09/2025 → Present
    Trusit Advisory Services, Inc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-16
  • S66 Uniform Combined State Law Examination
    2024-01-16
Other Names
  • Anderson Stockard
  • Andy Reed Stockard
  • Anderson R Stockard

View on SEC IAPD

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