Gregory Addison, financial advisor Norfolk VA

Gregory Addison

CRD Number: 1962997
Current Firm: Truist Advisory Services, Inc.

Gregory Addison (CRD# 1962997) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Aug 2016 - Current 4
Suntrust Investment Services, Inc. Atlanta, GA Apr 2003 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Jan 1992
Contact Info for Gregory L. Addison
Phone Number: 404-827-6461
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    53,898
    MILLIONS
  • Total Number of Accounts
    124,678
    ACCOUNTS
  • Average Account Value
    $432,299
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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