Gail L. Tencer
Professional summary
Gail Lynn Tencer, who also goes by Gail L Smith, Gail Lynn Smith, Gail L Tencer, Gail Lynn Tencer Mrs., is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Memphis, Tennessee and TRUIST INVESTMENT SERVICES, INC. located in Memphis, Tennessee.
Gail is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gail has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gail Lynn Tencer's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 13, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 999 S Shady Grove D Ste 202, Memphis, TN 38120February 21, 2011 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 999 Shady Grove Rd S Fl 2, Memphis, TN 38120February 15, 2011 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
December 9, 2004 - March 6, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 8, 2004 - March 6, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 15, 2004 - October 13, 2004
MORGAN KEEGAN & COMPANY, LLC
April 13, 2004 - October 13, 2004
MORGAN KEEGAN & COMPANY, LLC
August 19, 2003 - February 2, 2004
CARDINAL CAPITAL MANAGEMENT, INC.
June 6, 2001 - July 14, 2003
DEUTSCHE BANK SECURITIES INC.
January 13, 2001 - July 14, 2003
DEUTSCHE BANK SECURITIES INC.
September 14, 2000 - January 13, 2001
DB ALEX. BROWN LLC
July 13, 1999 - September 15, 2000
UBS SECURITIES LLC
April 15, 1999 - June 24, 1999
CITIGROUP GLOBAL MARKETS INC.
July 14, 1998 - April 1, 1999
FIRST UNION BROKERAGE SERVICES, INC.
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
(7/2/2013)
(4/11/2021)
(7/11/2018)
(5/13/2011)
(5/13/2011)
(5/13/2011)
(4/11/2021)
(4/11/2021)
(1/15/2014)
(5/13/2011)
(2/24/2011)
(4/11/2021)
(4/11/2021)
(6/20/2011)
(6/3/2014)
(4/11/2021)
(7/31/2013)
(4/11/2021)
(6/9/2011)
(4/11/2021)
(9/12/2018)
(1/15/2014)
(4/11/2021)
(4/11/2021)
(5/13/2011)
(2/4/2013)
(9/25/2019)
(4/11/2021)
(4/11/2021)
(4/11/2021)
(4/11/2021)
(4/11/2021)
(1/8/2016)
(5/16/2011)
(4/11/2021)
(5/13/2011)
(4/11/2021)
(4/16/2018)
(4/11/2021)
(4/11/2021)
(4/11/2021)
(12/16/2020)
(4/11/2021)
(2/22/2011)
(9/13/2016)
(5/13/2011)
(4/11/2021)
(4/11/2021)
(4/11/2021)
(1/17/2014)
(6/2/2020)
(4/11/2021)
(4/11/2021)
(4/11/2021)
Exams
FINRA
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Memphis, TN 38120TRUST BUT VERIFY
Monitor Gail Tencer
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