Virgilio NamnumCRD Number: 5117645
Current Firm: Truist Advisory Services, Inc.
Virgilio Namnum (CRD# 5117645) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fort Lauderdale, FL and has over 16 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Suntrust Bank||Ft Lauderdal, FL||Mar 2020 - Current||2|
|Suntrust Investment Services, Inc.||Atlanta, GA||Mar 2020 - Current||2|
|Suntrust Advisory Services, Inc.||Atlanta, GA||Nov 2019 - Current||3|
|Sun Trust Bank||Ft Lauderdale, FL||Aug 2019 - Mar 2020||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Aug 2019 - Mar 2020||< 1|
|Wells Fargo Clearing Services, LLC||Weston, FL||Nov 2016 - Aug 2019||2|
|Wells Fargo Bank, Na||Weston, PA||Sep 2014 - Aug 2019||4|
|Wells Fargo Advisors, LLC||Weston, FL||Sep 2014 - Nov 2016||2|
|J.p. Morgan Securities LLC||Aventura, FL||Oct 2012 - Sep 2014||1|
|Jpmorgan Chase Bank Na||Weston, FL||Jan 2011 - Sep 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2006|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
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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