Brian FutchCRD Number: 4044510
Current Firm: Truist Advisory Services, Inc.
Brian Futch (CRD# 4044510) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Durham, NC and has over 23 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Truist Advisory Services||Atlanta, GA||Sep 2016 - Current||7|
|Truist Investment Services||Atlanta, GA||Jan 2005 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2000|
|S66||NASAA Uniform Combined State Law Examination||Oct 2003|
Total Assets Under Management53,170MILLIONS
Total Number of Accounts125,600ACCOUNTS
Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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