Edward Vollbrecht (CRD# 5373823) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fredericksburg, VA and has over 16 years of experience in the finance industry.
CRD# 1877985
Lpl Financial LLC
CRD# 2287775
Lpl Financial LLC
CRD# 4427332
Cary Street Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Fredericksburg, VA | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| The Prudential Insurance Company Of America | Glen Allen, VA | Jun 2007 - Current | 16 |
| Pruco Securities LLC | Glen Allen, VA | Jun 2007 - Current | 16 |
| Bb&t Securities, LLC | Stafford, VA | Jan 2018 - Feb 2021 | 3 |
| Bbtis | Charlotte, NC | Jul 2010 - Feb 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- TX
- VA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- 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
- Other
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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