Truist Advisory Services, Inc.
Truist Advisory Services, Inc. (CRD# 283390) is a financial advisory firm headquartered in Atlanta, GA. They manage $61,581,322,510 in 126,886 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management61,581MILLION
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Total Number of Accounts126,886ACCOUNTS
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Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Sharin Akhtar (CRD# 3212745) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 23 years of experience in the finance industry.
John Akin (CRD# 5554248) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sarasota, FL and has over 13 years of experience in the finance industry.
Janet Albritton (CRD# 5383309) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lakeland, FL and has over 14 years of experience in the finance industry.
Jennifer Alexander (CRD# 3131459) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nashville, TN and has over 19 years of experience in the finance industry.
Jeffrey Alger (CRD# 1123035) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brentwood, TN and has over 39 years of experience in the finance industry.
Luke Alger (CRD# 5387062) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brentwood, TN and has over 8 years of experience in the finance industry.
Mohamad Alhalwani (CRD# 6807057) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Celebration, FL and has over 4 years of experience in the finance industry.
Maxine Allen (CRD# 5694281) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Newtown, PA and has over 12 years of experience in the finance industry.
Paula Allen (CRD# 5727715) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 11 years of experience in the finance industry.
Sean Allen (CRD# 5583168) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 9 years of experience in the finance industry. Sean 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.