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LS

Louis E. Seymour

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CRD#: 1337151
LS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Louis Edward Seymour, who also goes by Les Seymore, Louis Seymour, was a registered financial professional .

Louis is a previously registered financial professional and started their career in finance in 1985. Louis had worked at 13 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Les Seymore | Louis Seymour

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 17, 2021 - October 3, 2022

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
SPARTANBURG, SC
Past

February 17, 2021 - October 3, 2022

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
HAMPTON, SC
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

June 14, 2005 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
SPARTANBURG, SC
Past

June 14, 2005 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
SPARTANBURG, SC
Past

April 21, 2004 - June 6, 2005

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
CHARLOTTE, NC
Past

April 21, 2004 - June 6, 2005

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

June 20, 2002 - April 20, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
GREENVILLE, SC
Past

June 15, 2002 - April 20, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

May 7, 2002 - June 20, 2002

WACHOVIA SECURITIES, INC.

RIA
CRD#: 431
GREENVILLE , SC
Past

April 10, 2002 - June 15, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

April 12, 2001 - April 1, 2002

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

February 16, 2001 - April 12, 2001

REGIONS INVESTMENT COMPANY, INC.

BD
CRD#: 17618
BIRMINGHAM, AL
Past

July 11, 1997 - August 24, 1999

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

November 10, 1992 - July 11, 1995

MERIDIAN, DUNHILL & CO., INC.

BD
CRD#: 15294
Past

March 28, 1989 - December 7, 1990

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 5, 1987 - April 6, 1989

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

April 15, 1985 - January 30, 1987

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/14/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
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Contact information


Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

Regulatory assets under management


Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
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#: 283390

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