George Frederick Claussen

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

• 10/2011 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2009-03-03 → 2011-10-19
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Augusta, GA
  Savannah, GA
  Atlanta, GA
• 2003-03-07 → 2009-03-17
  Ubs Financial Services Inc.
  Augusta, GA
  Augusta, GA

Other Businesses

GEORGIA STATE GOLF FOUNDATION; NOT INVESTMENT RELATED; MARIETTA, GA; PROMOTE GOLF IN GA / AWARD SCHOLARSHIPS; BOARD MEMBER; START DATE 3/2010; 4 HRS MONTH; DUTIES: REVIEW PROCESS FOR SCHOLARSHIPS. POSITION: owner NATURE: House rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: , augusta GA DESCRIPTION: Owner of house

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-19
• S63 Uniform Securities Agent State Law Examination
  1986-12-10

Other Names

• Rick Claussen