Suntrust Investment Services, Inc.

Suntrust Investment Services, Inc. (CRD# 17499) is a financial advisory firm headquartered in Atlanta, GA. They manage $10,443,202,992 in 26,841 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,443
    MILLION
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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 Investment Services, Inc.
Showing 1 - 10 of 1,264 top financial advisors.
1
Alexander C. Hernandez
CRD#: 2967802
11200 S. Orange Blossom Trail, Orlando, FL 32837
98
Wealthminder
score

Alexander Hernandez (CRD# 2967802) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Orlando, FL and has over 18 years of experience in the finance industry.

2
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 Investment Services, Inc. in Chattanooga, TN and has over 12 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.

3
Jorge M. Alvarez
CRD#: 2888623
1576 Ne 163rd St, North Miami Beach, FL 33162
96
Wealthminder
score

Jorge Alvarez (CRD# 2888623) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in North Miami Beach, FL and has over 19 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.

4
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 Investment Services, Inc. in Boca Raton, FL and has over 32 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.

5
Shelly H. Baker
CRD#: 2196517
999 Shady Grove, 2nd Floor-stis Wealth, Memphis, TN 38120
96
Wealthminder
score

Shelly Baker (CRD# 2196517) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Memphis, TN and has over 11 years of experience in the finance industry. Shelly Baker 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
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 Investment Services, Inc. in Charlotte, NC and has over 10 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.

7
Michael G. Bedsole
CRD#: 2630833
34901 Emerald Coast Parkway, Destin, FL 32541
96
Wealthminder
score

Michael Bedsole (CRD# 2630833) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Destin, FL and has over 20 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.

8
Susan L. Bennett
CRD#: 5728138
1131 Gaskins Road, Richmond, VA 23238
96
Wealthminder
score

Susan Bennett (CRD# 5728138) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Richmond, VA and has over 6 years of experience in the finance industry.

9
Stuart A. Berry
CRD#: 2687584
201 Alhambra Circle, 14th Floor, Coral Gables, FL 33134
96
Wealthminder
score

Stuart Berry (CRD# 2687584) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Coral Gables, FL and has over 20 years of experience in the finance industry. Stuart Berry 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
Timothy R. Best
CRD#: 4579896
401 E Jackson St, 19th Floor-pfa, Tampa, FL 33602
96
Wealthminder
score

Timothy Best (CRD# 4579896) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Tampa, FL and has over 14 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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