Larry Keith, financial advisor Wilmington NC

Larry Keith

CRD Number: 5592738
Current Firm: Truist Advisory Services, Inc.

Larry Keith (CRD# 5592738) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Wilmington, NC Feb 2021 - Current 3
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 3
Bb&t Shallotte, NC Jan 2019 - Current 5
Bb&t Securities, LLC Richmond, VA Jan 2018 - Current 6
Bbtis Charlotte, NC Nov 2016 - Current 7
Bb&t Shallotte, NC Nov 2016 - Jan 2019 2
Wells Fargo Advisors, LLC Raleigh, NC Sep 2012 - Nov 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Larry W. Keith
Phone Number: 404-813-7713
Registered State(s):
  • NC
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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