Christie Morrison

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

• 12/2023 → 01/2025
  Edward Jones
  Winter Haven, FL
• 07/2007 → 12/2023
  The Florida United Methodist Foundation
  Lakeland, FL
• 08/2020 → Present
  Fleet Feet
  Lakeland, FL
• 01/2025 → Present
  Truist Investment Services, Inc.
  Lakeland, FL
• 01/2025 → Present
  Truist Advisory Services, Inc.
  Lakeland, FL

Previous Registrations

• 2024-03-11 → 2025-01-14
  Edward Jones
  Lakeland, FL
  Lakeland, FL
  St. Louis, MO
  St. Louis, MO
  Winter Haven, FL

Other Businesses

The Florida United Methodist Foundation Type of business: Religious not-for-profit Lakeland, FL Start date: 1/1/2025 Ind. contractor Hours per MONTH: 7 Hours during trading: 0 Training/admin tasks on an as-needed basis.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-06

Designations

• Chartered Financial Consultant

Other Names

• Christie Cruz