William L. Sonnett
Professional summary
William Lyons Sonnett, CFP®, who also goes by Bill Sonnett, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. William has worked at 9 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Lyons Sonnett's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 28, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 303 Peachtree St, Ne Fl 33, Atlanta, GA 30308October 28, 2004 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 303 Peachtree St, Ne Fl 31, Atlanta, GA 30308October 28, 2004 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
September 4, 1998 - April 15, 2004
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
November 17, 1995 - December 31, 2003
NATIONAL PLANNING CORPORATION
January 20, 1993 - March 10, 1994
INDEPENDENT FINANCIAL SECURITIES, INC.
August 1, 1991 - January 28, 1993
IFMG SECURITIES, INC.
January 18, 1991 - August 1, 1991
PAMCO SECURITIES AND INSURANCE SERVICES
February 12, 1985 - October 11, 1989
INVEST FINANCIAL CORPORATION
January 5, 1982 - October 27, 1982
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/28/2004)
(10/28/2004)
(9/28/2016)
(10/28/2004)
(10/28/2004)
(10/28/2004)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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