
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.

CRD# 5685783
Martello Investments, LLC

CRD# 6445258
Fidelity Personal And Workplace Advisors

CRD# 1962997
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 |
- VA
-
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
- 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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