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Emily Sarah Beard

Truist Advisory Services, Inc.

Knoxville, TN

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-05-23
  • TN RA
    APPROVED
    Since 2025-05-23

Branch Locations

900 S Gay St Ste 200, Knoxville, TN 37902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Investment Services, Inc. Knoxville TN 06/2024 Present
Truist Knoxville TN 06/2022 06/2024
Truist Knoxville TN 12/2020 06/2022
Suncoast Credit Union Fort Myers FL 07/2020 11/2020
Suncoast Credit Union Port Charlotte FL 07/2019 07/2020
Midflorida Credit Union Arcadia FL 02/2019 06/2019
Bealls Outlet Arcadia FL 01/2017 01/2019
South Florida State College Avon Park FL 06/2015 12/2018
  • 06/2024 → Present
    Truist Investment Services, Inc.
    Knoxville, TN
  • 06/2022 → 06/2024
    Truist
    Knoxville, TN
  • 12/2020 → 06/2022
    Truist
    Knoxville, TN
  • 07/2020 → 11/2020
    Suncoast Credit Union
    Fort Myers, FL
  • 07/2019 → 07/2020
    Suncoast Credit Union
    Port Charlotte, FL
  • 02/2019 → 06/2019
    Midflorida Credit Union
    Arcadia, FL
  • 01/2017 → 01/2019
    Bealls Outlet
    Arcadia, FL
  • 06/2015 → 12/2018
    South Florida State College
    Avon Park, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
  • S66 Uniform Combined State Law Examination
    2025-05-22

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
SAGESPRING WEALTH PARTNERS
LPL FINANCIAL LLC

Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN

More in Knoxville, TN

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