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 21 - 30 of 2,286 top financial advisors.
21
Maxine A. Allen
CRD#: 5694281
303 Peachtree Center Avenue, Suite 140 - Com, Atlanta, GA 30303

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.

22
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 10 years of experience in the finance industry.

23
Sarah L. Allen
CRD#: 6754555
303 Peachtree Center Avenue,, Suntrust Garden Offices Suite 140, Atlanta, GA 30303

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.

24
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 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.

25
Marjorie M. Allred
CRD#: 6602188
303 Peachtree Center Avenue,, Suntrust Garden Offices Suite 140, Atlanta, GA 30303

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.

26
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 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.

27
Perry E. Altice
CRD#: 1285935
303 Peachtree Center Avenue,, Suntrust Garden Offices Suite 140, Atlanta, GA 30303

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.

28
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 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.

29
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 14 years of experience in the finance industry.

30
Brian Amster
CRD#: 4642943
303 Peachtree Center Avenue,, Suntrust Garden Offices Suite 140, Atlanta, GA 30303

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.

PREV ... 1 2 3 4 5 6 7 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.