Mohamad Alhalwani, financial advisor Orlando FL

Mohamad Alhalwani

CRD Number: 6807057
Current Firm: Truist Advisory Services, Inc.

Mohamad Alhalwani (CRD# 6807057) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Orlando, FL Nov 2019 - Current 4
Truist Advisory Services, Inc. Orlando, FL Jul 2017 - Current 7
Suntrust Investment Services, Inc. Atlanta, GA Jun 2017 - Nov 2019 2
Suntrust Bank Orlando, FL Dec 2014 - Jun 2017 2
Wells Fargo Orlando, FL Jul 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Mohamad Alhalwani
Phone Number: 404-813-7713
Registered State(s):
  • FL
  • LA
  • RI
  • TX
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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