Aaron Spivey (CRD# 6929733) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 2 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Winston-salem, NC | Feb 2021 - Current | 1 |
| Truist Advisory Services, Inc. | Winston-salem, NC | Feb 2021 - Current | 1 |
| Bb&t Securities, LLC | Richmond, VA | Oct 2019 - Feb 2021 | 1 |
| Bb&t Bank | Winston Salem, NC | Oct 2019 - Feb 2021 | 1 |
| Bb&t Bank | Winston Salem, NC | Jul 2019 - Oct 2019 | < 1 |
| Unemployed | Rocky Mount, NC | May 2019 - Jun 2019 | < 1 |
| Wake Forest University | Winston Salem, NC | Aug 2018 - May 2019 | < 1 |
| Northwestern Mutual | Greensboro, NC | Apr 2018 - Aug 2018 | < 1 |
| Wake Forest University | Winston Salem, NC | Aug 2016 - Apr 2018 | 1 |
| City Of Rocky Mount | Rocky Mount, NC | May 2016 - Aug 2016 | < 1 |
| Wake Forest University | Winston Salem, NC | Aug 2015 - May 2016 | < 1 |
| City Of Rocky Mount | Rocky Mount, NC | May 2015 - Aug 2015 | < 1 |
| Nash Central High School | Rocky Mount, NC | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- NC
-
Total Assets Under Management61,581MILLIONS
-
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
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