Virginia OwensCRD Number: 5055157
Current Firm: Truist Advisory Services, Inc.
Virginia Owens (CRD# 5055157) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cleveland, TN and has over 11 years of experience in the finance industry.
Cetera Advisors LLC
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Truist Investment Services, Inc.||Cleveland, TN||Feb 2021 - Current||1|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||1|
|Bb&t Securities, LLC||Cleveland, TN||Jan 2018 - Feb 2021||3|
|Bb&t Investments||Clevelad, TN||Aug 2012 - Feb 2021||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV, WY
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