David Leigh, financial advisor Greenville NC

David Leigh

CRD Number: 5012149
Current Firm: Truist Advisory Services, Inc.

David Leigh (CRD# 5012149) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, NC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Greenville, NC Feb 2021 - Current 1
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 1
Bb&t Greenville, NC Jan 2019 - Feb 2021 2
Bb&t Securities, LLC Richmond, VA Jan 2018 - Feb 2021 3
Bb&t Investments Charlotte, NC Jul 2008 - Feb 2021 12
Bb&t Bank Goldsboro, NC Jul 2008 - Jan 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for David B. Leigh
Phone Number: 404-827-6461
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    61,581
    MILLIONS
  • Total Number of Accounts
    126,886
    ACCOUNTS
  • Average Account Value
    $485,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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, VI, VT, WA, WI, WV, WY

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