Truist Advisory Services, Inc.

Truist Advisory Services, Inc. (CRD# 283390) is a financial advisory firm headquartered in Atlanta, GA. They manage $53,169,938,577 in 125,600 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    53,170
    MILLION
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Truist Advisory Services, Inc.
Showing 11 - 20 of 1,885 top financial advisors.
11
John L. Akin
CRD#: 5554248
5727 Gatt Ave, Sarasota, FL 34233

John Akin (CRD# 5554248) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sarasota, FL and has over 14 years of experience in the finance industry.

12
Janet L. Albritton
CRD#: 5383309
4828 S Florida Ave, Lakeland, FL 33813

Janet Albritton (CRD# 5383309) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lakeland, FL and has over 16 years of experience in the finance industry.

13
Jennifer L. Alexander
CRD#: 3131459
1026 17th Ave S, Fl 2, Nashville, TN 37212

Jennifer Alexander (CRD# 3131459) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nashville, TN and has over 20 years of experience in the finance industry.

14
Jeffrey J. Alger
CRD#: 1123035
5205 Maryland Way, Ste 200, Brentwood, TN 37027

Jeffrey Alger (CRD# 1123035) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brentwood, TN and has over 40 years of experience in the finance industry.

15
Luke A. Alger
CRD#: 5387062
5030 Thoroughbred Lane, Brentwood, TN 37027

Luke Alger (CRD# 5387062) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brentwood, TN and has over 10 years of experience in the finance industry.

16
Mohamad Alhalwani
CRD#: 6807057
13950 John Young Pkway, Orlando, FL 32837

Mohamad Alhalwani (CRD# 6807057) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 6 years of experience in the finance industry.

17
Maxine A. Allen
CRD#: 5694281
303 Peachtree Center Ave Ne, Fl 1, Atlanta, GA 30303

Maxine Allen (CRD# 5694281) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry.

18
Paula M. Allen
CRD#: 5727715
400 Park Ave S, Fl 2, Winter Park, FL 32789

Paula Allen (CRD# 5727715) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 13 years of experience in the finance industry.

19
Sean M. Allen
CRD#: 5583168
900 E Semoran Blvd, Apopka, FL 32703

Sean Allen (CRD# 5583168) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Apopka, FL and has over 11 years of experience in the finance industry.

20
Julio Almeyda
CRD#: 4058794
201 Alhambra Circle, Suite 1400, Coral Gables, FL 33134

Julio Almeyda (CRD# 4058794) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Gables, FL and has over 22 years of experience in the finance industry.

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