Truist Advisory Services, Inc.

Truist Advisory Services, Inc. (CRD# 283390) is a financial advisory firm headquartered in Atlanta, GA. They manage $53,898,182,288 in 124,678 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    53,898
    MILLION
  • Total Number of Accounts
    124,678
    ACCOUNTS
  • Average Account Value
    $432,299
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Truist Advisory Services, Inc.
Showing 11 - 20 of 2,286 top financial advisors.
11
Sharin L. Akhtar
CRD#: 3212745
303 Peachtree Center Avenue,, Suntrust Garden Offices Suite 140, Atlanta, GA 30303

Sharin Akhtar (CRD# 3212745) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 21 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 11 years of experience in the finance industry.

13
Jayne A. Albert
CRD#: 4123736
333 S Garland Street Church Street Plaza, Rom 17th Floor, Orlando, FL 32801

Jayne Albert (CRD# 4123736) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 20 years of experience in the finance industry.

14
William D. Albert
CRD#: 6902494
150 West Main Street, 14 Floor Rom, Norfolk, VA 23510

William Albert (CRD# 6902494) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 2 years of experience in the finance industry.

15
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 13 years of experience in the finance industry.

16
Michael F. Aleman
CRD#: 2752990
303 Peachtree Center Avenue,, Suntrust Garden Offices Suite 140, Atlanta, GA 30303

Michael Aleman (CRD# 2752990) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 24 years of experience in the finance industry.

17
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 37 years of experience in the finance industry.

18
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 7 years of experience in the finance industry.

19
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 3 years of experience in the finance industry.

20
Elizabeth W. Allbritton
CRD#: 2005198
303 Peachtree Center Avenue,, Suntrust Garden Offices Suite 140, Atlanta, GA 30303

Elizabeth Allbritton (CRD# 2005198) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 31 years of experience in the finance industry. Elizabeth Allbritton 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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