Elizabeth L. Calaman
Professional summary
Elizabeth L Calaman, who also goes by Elizabeth Ann Lanham, Liz Lanham, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Richmond, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Elizabeth has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth L Calaman's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 20, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 919 E Main St Fl 8, Richmond, VA 23219May 26, 2000 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3513 W Cary St, Richmond, VA 23221Office #2: 919 E Main St Fl 5 & 7, Richmond, VA 23219Office #3: 4830 Route 1, Richmond, VA 23234May 23, 2002 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
March 4, 1996 - May 26, 2000
CRESTAR SECURITIES CORPORATION
March 31, 1993 - February 13, 1996
FIRST UNION CAPITAL MARKETS CORP.
April 7, 1992 - April 3, 1993
BANC OF AMERICA INVESTMENT SERVICES, INC.
January 1, 1992 - April 6, 1992
BANC OF AMERICA SECURITIES LLC
March 11, 1988 - January 1, 1992
SOVRAN INVESTMENT CORPORATION
February 5, 1988 - April 9, 1988
WELLS FARGO SECURITIES INC.
June 2, 1986 - May 26, 1987
ANDERSON & STRUDWICK, 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
(10/25/2011)
(10/21/2024)
(1/24/2017)
(11/4/2022)
(10/28/2013)
(9/8/2015)
(3/7/2019)
(9/30/2019)
(10/10/2018)
(7/19/2007)
(4/9/2021)
(1/24/2017)
(1/24/2017)
(7/16/2020)
(9/9/2020)
(7/30/2015)
(3/23/2021)
(1/2/2019)
(12/4/2015)
(7/18/2017)
(4/19/2018)
(2/5/2020)
(2/6/2020)
(1/17/2020)
(5/26/2000)
(9/20/2016)
(10/25/2021)
(6/10/2021)
(8/27/2021)
(7/16/2020)
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#: 283390Richmond, VA 23219TRUST BUT VERIFY
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