![Olivia Ravenscroft, financial advisor Peachtree City GA](/img/ws/profile-blank-sq.png)
Olivia Ravenscroft (CRD# 6737182) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Peachtree City, GA and has over 7 years of experience in the finance industry.
![Bridget Alcide, financial advisor Peachtree City GA](/img/ws/profile-blank-sq.png)
CRD# 4194526
Synovus Securities, Inc.
![Maxine Allen, financial advisor Peachtree City GA](/img/ws/profile-blank-sq.png)
CRD# 5694281
Truist Advisory Services, Inc.
![Christopher Allessio, financial advisor Peachtree City GA](/img/ws/profile-blank-sq.png)
CRD# 4148297
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Truist Advisory Services , Inc. | Peachtree City, GA | May 2022 - Current | 2 |
Truist Investment Services , Inc. | Peachtree City, GA | Apr 2022 - Current | 2 |
Wells Fargo Clearing Services LLC | Peachtree City, GA | May 2019 - Apr 2022 | 2 |
Well Fargo Bank Na | Peachtree City, GA | May 2019 - Apr 2022 | 2 |
Pnc Bank | Stockbridge, GA | Jul 2017 - May 2019 | 1 |
Wells Fargo Clearing Services, LLC | Peach Tree City, GA | Dec 2016 - Jun 2017 | < 1 |
Wells Fargo Bank Na | Peach Tree City, GA | Mar 2015 - Jun 2017 | 2 |
Customs Clearance Solutions | Peachtree City, GA | Mar 2013 - Mar 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2017 |
S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- GA
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Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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