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).

By the Numbers
  • Total Assets Under Management
    61,581
    MILLION
  • Total Number of Accounts
    126,886
    ACCOUNTS
  • Average Account Value
    $485,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Truist Advisory Services, Inc.
Showing 11 - 20 of 2,091 top financial advisors.
11
Sharin L. Akhtar
CRD#: 3212745
300 Summers St, Fl 5, Charleston, WV 25301

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.

12
John L. Akin
CRD#: 5554248
5899 Whitfield Avenue, Suite 100, Sarasota, FL 34243

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.

13
Janet L. Albritton
CRD#: 5383309
4828 South Florida, Suite Pb, Lakeland, FL 33813

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.

14
Jennifer L. Alexander
CRD#: 3131459
1026 17th Avenue South, S & E, Nashville, TN 37212

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.

15
Jeffrey J. Alger
CRD#: 1123035
5205 Maryland Way, Brentwood, TN 37027

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.

16
Luke A. Alger
CRD#: 5387062
5030 Thoroughbred Lane, Brentwood, TN 37027

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.

17
Mohamad Alhalwani
CRD#: 6807057
74 Blake Blvd., Celebration, FL 34747

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.

18
Maxine A. Allen
CRD#: 5694281
950 Newtown-yardley, Newtown, PA 18940

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.

19
Paula M. Allen
CRD#: 5727715
400 Park Avenue South, Ia Suite - 2nd Floor, Winter Park, FL 32789

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.

20
Sean M. Allen
CRD#: 5583168
8851 Conroy-windermere Road, Orlando, FL 32835

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.

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