Michelle McDonald (CRD# 6444933) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Indian Harbour Beach, FL and has over 8 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - Current | 7 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jul 2015 - Current | 8 |
| Suntrust Bank | West Melburne, FL | Oct 2005 - Current | 18 |
| Suntrust Investment Services,inc | Atlanta, GA | Jan 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- FL
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Total Assets Under Management61,370MILLIONS
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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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