Brendan HawksCRD Number: 7067120
Current Firm: Truist Advisory Services, Inc.
Brendan Hawks (CRD# 7067120) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nashville, TN and has over 3 years of experience in the finance industry. Brendan Hawks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
|Truist Investment Services, Inc.||Chattanooga, TN||Jan 2022 - Current||1|
|Truist Advisory Services, Inc.||Chattanooga, TN||Jan 2022 - Current||1|
|Truist Investment Services, Inc.||Nashville, TN||Feb 2021 - Jan 2022||< 1|
|Truist Advisory Services, Inc.||Nashville, TN||Feb 2021 - Jan 2022||< 1|
|Suntrust Advisory Services, Inc.||Atlanta, GA||Jul 2019 - Feb 2021||1|
|Suntrust Investment Services Inc.||Atlanta, GA||Feb 2019 - Feb 2021||2|
|Suntrust Bank||Chattanooga, TN||Feb 2019 - Feb 2021||2|
|Suntrust Bank||Chattanooga, TN||Sep 2016 - Feb 2019||2|
|Suntrust Bank||Chattanooga, TN||Aug 2014 - Sep 2016||2|
|Regions Bank||Chattannooga, TN||Jul 2013 - Aug 2014||1|
|Express Bands||Chattanooga, TN||Aug 2013 - Nov 2013||< 1|
|Fresh To Order||Chattanooga, TN||Feb 2013 - Aug 2013||< 1|
|Massmutual Life Insurance Co||Chattanooga, TN||Jun 2012 - Mar 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2019|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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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