Suntrust Advisory Services, Inc.

Suntrust Advisory Services, Inc. (CRD# 283390) is a financial advisory firm headquartered in Atlanta, GA. They manage $17,726,426,700 in 37,178 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,726
    MILLION
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV

Financial Advisors at Suntrust Advisory Services, Inc.
Showing 1 - 10 of 1,405 top financial advisors.
1
Kevin S. Allen
CRD#: 4734150
736 Market Street, Stis Wealth, Chattanooga, TN 37402
96
Wealthminder
score

Kevin Allen (CRD# 4734150) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Chattanooga, TN and has over 14 years of experience in the finance industry. Kevin Allen 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.

2
Jorge M. Alvarez
CRD#: 2888623
1665 Alton Road, Miami Beach, FL 33139
96
Wealthminder
score

Jorge Alvarez (CRD# 2888623) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Miami Beach, FL and has over 20 years of experience in the finance industry. Jorge Alvarez 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.

3
Brenda L. Atkinson
CRD#: 5863275
303 Peachtree Center Ave - Cic, Suite 140, Atlanta, GA 30303
96
Wealthminder
score

Brenda Atkinson (CRD# 5863275) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Atlanta, GA and has over 7 years of experience in the finance industry. Brenda Atkinson 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.

4
Ashlea Ayer
CRD#: 6111411
515 East Las Olas Blvd, 4th Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Ashlea Ayer (CRD# 6111411) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Fort Lauderdale, FL and has over 5 years of experience in the finance industry. Ashlea Ayer 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.

5
Wilton J. Bacon
CRD#: 825217
One Town Center, 5350 Town Center Road, Suite 200, Boca Raton, FL 33486
96
Wealthminder
score

Wilton Bacon (CRD# 825217) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Boca Raton, FL and has over 33 years of experience in the finance industry. Wilton Bacon 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.

6
James M. Baker
CRD#: 1364028
919 East Main Street, Richmond, VA 23219
96
Wealthminder
score

James Baker (CRD# 1364028) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Richmond, VA and has over 32 years of experience in the finance industry.

7
Charles J. Beal
CRD#: 2863059
100 Crain Highway, S.w., Glen Burnie, MD 21061
96
Wealthminder
score

Charles Beal (CRD# 2863059) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Glen Burnie, MD and has over 20 years of experience in the finance industry.

8
Thomas E. Beames
CRD#: 1943297
1777 Main Street, 7th Floor, Sarasota, FL 34236
96
Wealthminder
score

Thomas Beames (CRD# 1943297) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Sarasota, FL and has over 26 years of experience in the finance industry. Thomas Beames 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.

9
Kristin H. Beard
CRD#: 4593191
4777 Sharon Road, Second Floor - Fpg, Charlotte, NC 28210
96
Wealthminder
score

Kristin Beard (CRD# 4593191) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Charlotte, NC and has over 12 years of experience in the finance industry. Kristin Beard 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.

10
Michael G. Bedsole
CRD#: 2630833
99 Racetrack Rd Nw, Fort Walton Beach, FL 32547
96
Wealthminder
score

Michael Bedsole (CRD# 2630833) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Fort Walton Beach, FL and has over 22 years of experience in the finance industry. Michael Bedsole 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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