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  2. Suffolk, VA
Kristen Gardner, financial advisor Suffolk VA

Kristen Gardner

CRD Number: 5329375
Current Firm: Truist Advisory Services, Inc.

Kristen Gardner (CRD# 5329375) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Suffolk, VA and has over 10 years of experience in the finance industry.

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Truist Advisory Services, Inc.
Company Name Location Dates Years
Truist Investment Services, Inc. South Hill, VA Feb 2021 - Current 1
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 1
Bb&t Securities, LLC Wakefield, VA Jan 2018 - Feb 2021 3
Bbtis Suffolk, VA Jul 2015 - Feb 2021 5
Bbtis Charlotte, NC Jun 2011 - Jul 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Kristen W. Gardner
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

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