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 21 - 30 of 1,885 top financial advisors.
21
Cassandra L. Altom
CRD#: 4938257
1301 Solana Blvd, Ste 2340, Westlake, TX 76262

Cassandra Altom (CRD# 4938257) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Westlake, TX and has over 18 years of experience in the finance industry.

22
Jorge M. Alvarez
CRD#: 2888623
777 Brickell Ave, Fl 1, Miami, FL 33131

Jorge Alvarez (CRD# 2888623) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Miami, FL and has over 26 years of experience in the finance industry.

23
Jellana A. Anderson
CRD#: 5196323
303 Peachtree Center Ave, Fl 1, Atlanta, GA 30303

Jellana Anderson (CRD# 5196323) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.

24
Scott C. Anderson
CRD#: 6588793
214 N Tryon St, Fl 32, Charlotte, NC 28202

Scott Anderson (CRD# 6588793) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.

25
James M. Appleby
CRD#: 4541094
7317 Tryon Rd, Fl 1, Cary, NC 27511

James Appleby (CRD# 4541094) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cary, NC and has over 19 years of experience in the finance industry.

26
James W. Applewhite
CRD#: 1209709
3605 Glenwood Ave , Ste 400, Br- Pcg, Ralrigh, NC 27612

James Applewhite (CRD# 1209709) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ralrigh, NC and has over 40 years of experience in the finance industry.

27
Luis F. Arango
CRD#: 4689672
201 Alhambra Cir, Fl 14, Coral Gables, FL 33134

Luis Arango (CRD# 4689672) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Gables, FL and has over 20 years of experience in the finance industry.

28
Tara J. Archer
CRD#: 5429997
1001 Semmes Ave, Fl 4, Richmond, VA 23224

Tara Archer (CRD# 5429997) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 11 years of experience in the finance industry.

29
Richard M. Arduengo
CRD#: 5040023
515 E Las Olas Blvd, Fl 4, Fort Lauderdale, FL 33301

Richard Arduengo (CRD# 5040023) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fort Lauderdale, FL and has over 15 years of experience in the finance industry.

30
Andrea C. Arismendi
CRD#: 6888724
444 E Michigan St, Fl 1, Orlando, FL 32806

Andrea Arismendi (CRD# 6888724) 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.

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