Addison Lin

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

• 06/2024 → 01/2025
  First Citizens Investor Services
  Raleigh, NC
• 06/2024 → 01/2025
  First Citizens Bank
  Raleigh, NC
• 08/2023 → 05/2024
  North Carolina State University
  Raleigh, NC
• 05/2023 → 08/2023
  First Citizens Bank
  Raleigh, NC
• 08/2022 → 05/2023
  North Carolina State University
  Raleigh, NC
• 06/2022 → 08/2022
  First Citizens Bank
  Raleigh, NC
• 03/2021 → 09/2022
  Carolina Country Club
  Raleigh, NC
• 08/2020 → 05/2021
  North Carolina State University
  Raleigh, NC
• 08/2015 → 06/2020
  Saint Stephens High School
  Hickory, NC
• 02/2025 → Present
  Truist Investment Services, Inc
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-11
• S63 Uniform Securities Agent State Law Examination
  2024-08-14