Brittany Coburn

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

• 10/2023 → Present
  Truist Investment Services, Inc.
  New Freedom, PA
• 07/2019 → 10/2023
  Truist Bank
  Shrewsbury, PA
• 08/2019 → 07/2021
  Truist Bank
  York, PA
• 11/2017 → 07/2019
  Buffalo Wild Wings
  York, PA
• 01/2009 → 02/2017
  Red Lobster
  York, PA
• 02/2017 → 11/2017
  Unemployed
  York, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-09