Andrea Bishop, financial advisor Ormond Beach FL

Andrea Bishop

CRD Number: 5384853
Current Firm: Truist Advisory Services, Inc.

Andrea Bishop (CRD# 5384853) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ormond Beach, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services,inc. Atlanta, GA Apr 2020 - Current 3
Suntrust Advisory Services,inc. Atlanta, GA Aug 2016 - Current 7
Suntrust Investment Services, Inc. Atlanta, GA Jun 2016 - Apr 2020 3
Suntrust Investment Services, Inc. Atlanta, GA Nov 2014 - Jun 2016 1
Suntrust Investment Services Atlanta, GA May 2012 - Nov 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Andrea C. Bishop
Phone Number: 404-813-7713
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
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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