Timothy Best, financial advisor Tampa FL

Timothy Best

CRD Number: 4579896
Current Firm: Truist Advisory Services, Inc.

Timothy Best (CRD# 4579896) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 21 years of experience in the finance industry. Timothy Best 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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Professional Designations
Company Name Location Dates Years
Suntrust Bank Tampa, FL Apr 2019 - Current 4
Suntrust Investment Services, Inc. Atlanta, GA Apr 2019 - Current 4
Suntrust Advisory Services, Inc. Atlanta, GA Aug 2016 - Current 7
Suntrust Investment Services, Inc. Atlanta, GA Nov 2015 - Apr 2019 3
Suntrust Bank Tampa, FL Nov 2015 - Apr 2019 3
Suntrust Investment Services, Inc. Atlanta, GA Oct 2011 - Nov 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
Contact Info for Timothy R. Best
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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