Brian Pomante, financial advisor Burlington NC
89 score

Brian Pomante

CRD Number: 6200049
Current Firm: Suntrust Investment Services, Inc.

Brian Pomante (CRD# 6200049) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Burlington, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Dec 2014 - Current 2
Suntrust Bank Winston Salem, NC Jul 2014 - Current 2
Wells Fargo Advisors, LLC Clemmons, NC May 2013 - Jul 2014 1
Wells Fargo Bank Na Clemmons, NC Nov 2010 - Jul 2014 3
Kroger Company Apex, NC Mar 2009 - Oct 2010 1
Southern Community Bank & Trust Greensboro, NC Jul 2007 - Mar 2009 1
Bb&t Jamestown, NC Jan 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Brian R. Pomante
Phone Number: 404-813-8981
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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