Wilbert R. Anderson
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.
Wilbert Ronald Anderson, who also goes by Ron Anderson, W Ronald Anderson, was a registered financial professional .
Wilbert is a previously registered financial professional and started their career in finance in 1986. Wilbert had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 30, 2016 - June 13, 2017
TRUIST ADVISORY SERVICES, INC.
June 30, 2009 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
June 30, 2009 - June 13, 2017
TRUIST INVESTMENT SERVICES, INC.
December 31, 2001 - June 25, 2009
WELLS FARGO CLEARING SERVICES, LLC
March 29, 2001 - June 25, 2009
WELLS FARGO CLEARING SERVICES, LLC
November 30, 1999 - March 27, 2001
OSAIC FS, INC.
December 17, 1998 - October 19, 1999
INVEST FINANCIAL CORPORATION
December 13, 1995 - April 15, 1998
BERKSHIRE EQUITY SALES, INC.
August 6, 1992 - December 31, 1995
VOYA FINANCIAL ADVISORS, INC.
June 25, 1986 - December 31, 1991
VOYA FINANCIAL ADVISORS, INC.
May 16, 1986 - May 3, 1996
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
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
Exams
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.
