Truist Advisory Services, Inc.
Truist Advisory Services, Inc. (CRD# 283390) is a financial advisory firm headquartered in Atlanta, GA. They manage $61,369,856,545 in 124,201 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management61,370MILLION
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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
Kimberly Benko (CRD# 2178151) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Jupiter, FL and has over 27 years of experience in the finance industry.
Donald Benner (CRD# 4478427) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Staunton, VA and has over 22 years of experience in the finance industry.
Amber Bennett (CRD# 5557344) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Saint Augustine, FL and has over 15 years of experience in the finance industry.
John Bennett (CRD# 2770819) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 27 years of experience in the finance industry.
Susan Bennett (CRD# 5728138) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Midlothian, VA and has over 14 years of experience in the finance industry.
Theodore Bennett (CRD# 4291320) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 23 years of experience in the finance industry.
Shampa Bera (CRD# 2668925) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Rockville, MD and has over 28 years of experience in the finance industry.
Ilir Berberi (CRD# 6345642) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fayetteville, NC and has over 9 years of experience in the finance industry.
Kathleen Bernatzky (CRD# 1444353) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 35 years of experience in the finance industry.
Stephen Berrocal (CRD# 3071400) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Gables, FL and has over 23 years of experience in the finance industry.