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).
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Total Assets Under Management53,898MILLION
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Total Number of Accounts124,678ACCOUNTS
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Average Account Value$432,299
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Maxine Allen (CRD# 5694281) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 11 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 10 years of experience in the finance industry.
Sarah Allen (CRD# 6754555) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 3 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 8 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.
Marjorie Allred (CRD# 6602188) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 4 years of experience in the finance industry.
Julio Almeyda (CRD# 4058794) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Gables, FL and has over 19 years of experience in the finance industry. Julio Almeyda 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.
Perry Altice (CRD# 1285935) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 36 years of experience in the finance industry. Perry Altice 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.
Jorge Alvarez (CRD# 2888623) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Miami, FL and has over 23 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.
Grace Alvarez Marquez (CRD# 4927757) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Gables, FL and has over 14 years of experience in the finance industry.
Brian Amster (CRD# 4642943) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry. Brian Amster 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.