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
Julio Almeyda (CRD# 4058794) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Gables, FL and has over 20 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.
Cassandra Altom (CRD# 4938257) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Southlake, TX and has over 17 years of experience in the finance industry.
Jorge Alvarez (CRD# 2888623) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Miami, FL and has over 24 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 15 years of experience in the finance industry.
Elizabeth Anderson (CRD# 4239811) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 20 years of experience in the finance industry.
Hugh Anderson (CRD# 5142494) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hendersonville, TN and has over 15 years of experience in the finance industry.
Jellana Anderson (CRD# 5196323) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.
Scott Anderson (CRD# 6588793) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
Stephen Anderson (CRD# 1181095) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 30 years of experience in the finance industry.
Britney Anglin (CRD# 5742177) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 6 years of experience in the finance industry.