Sharin Lisa Akhtar

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

• 11/2001 → 02/2021
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/1999 → Present
  Passive Partner Family Limited Partnership
  Toms River, NJ
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Charleston, WV
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charleston, WV
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charleston, WV
  Charleston, WV
  Princeton, WV
  Charlotte, NC
  Charleston, WV
  Richmond, VA
• 2002-03-06 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charleston, WV
  Charleston, WV
  South Charleston, WV
  Charlotte, NC
  Charleston, WV
  Charleston, WV
  Charleston, WV
  Charlotte, NC
  Charleston, WV
  Charleston, WV
  Huntington, WV
  Charlotte, NC
  Princeton, WV
  Charlotte, NC

Other Businesses

PASSIVE PARTNER FAMILY LIMITED PARTNERSHIP POSITION: PASSIVE PARTNER NATURE: PASSIVE PARTNER. NO MANAGEMENT AUTHORITY.THE START DATE IS UNKNOWN. INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1999 ADDRESS: 374 MARC DRIVE, TOMS RIVER NJ 08753 DESCRIPTION: PASSIVE INCOME FROM REAL ESTATE INVESTMENTS MALEX, LLC POSITION: MEMBER, LANDLORD TYPE DUTIES. NO MANAGEMENT. NO COMPENSATION RELATED HOURS:0 START DATE: 09/01/2013 ADDRESS: HUNTINGTON, WV

Exams

• S66 Uniform Combined State Law Examination
  1999-05-24

Other Names

• Sharin L Akhtar