Daniel Aaron Ford

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

• 06/2015 → 07/2017
  Allied Universal Security Service
  Hershey, PA
• 07/2017 → 03/2019
  First National Bank Pa
  Harrisburg, PA
• 03/2019 → 11/2021
  Mid Penn Bank
  Harrisburg, PA
• 11/2021 → 07/2025
  Truist Bank
  Myrtie Beach, SC
• 07/2025 → Present
  Truist Investment Services, Inc
  North Myrtle Beach, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-02
• S63 Uniform Securities Agent State Law Examination
  2025-02-27

Other Names

• Dan Aaron Ford
• Daniel Ford