Aaron Spivey, financial advisor Winston Salem NC

Aaron Spivey

CRD Number: 6929733
Current Firm: Truist Advisory Services, Inc.

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.

Similar Advisors
James Abernethy, financial advisor Winston Salem NC
James E. Abernethy
CRD# 1821508
Ubs Financial Services Inc.
Similar Advisors
Paul Adkins, financial advisor Winston Salem NC
Paul D. Adkins
CRD# 6683568
Principal Securities, Inc.
Similar Advisors
Beth Agnello, financial advisor Winston Salem NC
Beth A. Agnello
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
Contact Info for Aaron M. Spivey
Phone Number: 404-827-6461
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    61,581
    MILLIONS
  • 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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.