Bonnie S. Raney
Professional summary
Bonnie Sue Raney, who also goes by Bonnie Sue Barlow, Bonnie Sue Bird, Bonnie Sue Gilmore, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Bradenton, Florida and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
Bonnie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Bonnie has worked at 12 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 27, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bonnie Sue Raney's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 13, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
January 3, 2005 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 919 E Main St Fl 7 & 8, Richmond, VA 23219June 20, 2016 - June 30, 2023
TRUIST ADVISORY SERVICES, INC.
January 3, 2005 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
June 12, 2003 - January 3, 2005
NCF FINANCIAL SERVICES, INC.
June 11, 2003 - January 3, 2005
NCF FINANCIAL SERVICES, INC.
December 2, 1999 - December 31, 2000
INVESTMENT CENTERS OF AMERICA, INC.
December 1, 1999 - March 26, 2003
INVEST FINANCIAL CORPORATION
December 1, 1999 - March 26, 2003
INVEST FINANCIAL CORPORATION
December 7, 1992 - December 1, 1999
FAS WEALTH MANAGEMENT SERVICES, INC.
February 6, 1992 - December 1, 1992
INTEGRITY SECURITIES GROUP
August 23, 1991 - September 30, 1991
FISCO EQUITY, INC.
July 21, 1989 - December 16, 1989
MERIDIAN, DUNHILL & CO., INC.
May 5, 1989 - July 29, 1989
DONNELLAN HAYLETT & CO., INC.
April 29, 1988 - April 12, 1989
FINANCIAL INFORMATION CENTERS BROKERAGE, INC.
March 27, 1987 - June 24, 1987
THE STUART-JAMES COMPANY, INCORPORATED
March 25, 1986 - February 5, 1987
THE STUART-JAMES COMPANY, INCORPORATED
July 24, 1985 - November 7, 1985
THE STUART-JAMES COMPANY, INCORPORATED
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
(6/28/2023)
(7/13/2023)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional 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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