Julio Betancourt, financial advisor Key Biscayne FL

Julio Betancourt

CRD Number: 7131068
Current Firm: Truist Advisory Services, Inc.

Julio Betancourt (CRD# 7131068) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Key Biscayne, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services, Inc. Atlanta, GA Jan 2020 - Current 4
Suntrust Investment Services Inc. Atlanta, GA Jun 2019 - Current 5
Suntrust Bank Miami, FL Jun 2019 - Current 5
Suntrust Bank Miami, FL Jul 2018 - Jun 2019 < 1
Suntrust Bank Miami, FL Aug 2017 - Jul 2018 < 1
Suntrust Bank Miami, FL Sep 2015 - Aug 2017 1
Lowes Company Hialeah, FL Apr 2014 - Sep 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2019
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Julio R. Betancourt
Phone Number: 404-813-7713
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    61,370
    MILLIONS
  • Total Number of Accounts
    124,201
    ACCOUNTS
  • Average Account Value
    $494,117
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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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