William BrinkleyCRD Number: 6817120
Current Firm: Truist Advisory Services, Inc.
William Brinkley (CRD# 6817120) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Reston, VA and has over 4 years of experience in the finance industry. William Brinkley 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.
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|Truist Investment Services, Inc.||Reston, VA||Feb 2021 - Current||2|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||2|
|Bb&t Securities||Reston, VA||May 2018 - Current||5|
|Christopher Newport University||Newport News, VA||Aug 2014 - May 2018||3|
|Bb&t Securities||Reston, VA||Jun 2017 - Aug 2017||< 1|
|Christopher Newport University||Newport News, VA||Aug 2016 - May 2017||< 1|
|Hamrock's Restaurant||Fairfax, VA||Jun 2014 - Aug 2016||2|
|Paul Vi Catholic High School||Fairfax, VA||Aug 2010 - Jun 2014||3|
|Chick Fil A||Fairfax, VA||Jul 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management53,170MILLIONS
Total Number of Accounts125,600ACCOUNTS
Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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