Samia RizkCRD Number: 5092897
Current Firm: Truist Advisory Services, Inc.
Samia Rizk (CRD# 5092897) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Naples, FL and has over 15 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
Hightower Advisors, LLC
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2020 - Current||2|
|Suntrust Bank||Naples, FL||Jan 2020 - Current||2|
|Suntrust Advisory Services, Inc.||Atlanta, GA||Sep 2016 - Current||5|
|Suntrust Investment Services,inc||Atlanta, GA||Aug 2014 - Jan 2020||5|
|Suntrust Bank||Naples, FL||Jul 2007 - Jan 2020||12|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2014 - Aug 2014||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2014 - May 2014||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Aug 2007 - Jan 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2006|
|S65||NASAA Investment Advisors Law Examination||Dec 2016|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- 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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