Aaron BrownCRD Number: 5210691
Current Firm: Truist Advisory Services, Inc.
Aaron Brown (CRD# 5210691) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Kitty Hawk, NC and has over 15 years of experience in the finance industry.
|Truist Investment Services, Inc.||Edenton, NC||Feb 2021 - Current||1|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||1|
|Bb&t Securities, LLC||Elizabeth City, NC||Jan 2018 - Feb 2021||3|
|Bb&t Investments||Charlotte, NC||Feb 2010 - Jan 2018||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
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
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
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