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 21 - 30 of 2,091 top financial advisors.
21
Julio Almeyda
CRD#: 4058794
201 Alhambra Circle, Suite 1400, Coral Gables, FL 33134

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.

22
Cassandra L. Altom
CRD#: 4938257
270 N Kimball Ave, Southlake, TX 76092

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.

23
Jorge M. Alvarez
CRD#: 2888623
777 Brickell Ave, 1st Floor, Miami, FL 33131

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.

24
Grace Alvarez Marquez
CRD#: 4927757
201 Alhambra Circle, Suite 1400, Coral Gables, FL 33134

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.

25
Elizabeth W. Anderson
CRD#: 4239811
919 E Main Street - 8th Flr, Richmond, VA 23219

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.

26
Hugh G. Anderson
CRD#: 5142494
221 East Main Street, Hendersonville, TN 37075

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.

27
Jellana A. Anderson
CRD#: 5196323
303 Peachtree Center Avenue,, Truist Garden Offices Suite 140, Atlanta, GA 30303

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.

28
Scott C. Anderson
CRD#: 6588793
2320 Cascade Pointe Blvd, Charlotte, NC 28208

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.

29
Stephen F. Anderson
CRD#: 1181095
1001 Semmes Ave - 3rd Flr, Richmond, VA 23286

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.

30
Britney Anglin
CRD#: 5742177
303 Peachtree Center Avenue, Suite 140, Atlanta, GA 30303

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.

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