WG
William P. Gamble
TRUIST ADVISORY SERVICES
FORT LAUDERDALE, FL 33301
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CRD#: 1524488
WG
Professional summary
William Patrick Gamble, who also goes by William P Gamble, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Fort Lauderdale, Florida and TRUIST INVESTMENT SERVICES, INC. located in Fort Lauderdale, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. William has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William P Gamble
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.
1.) GAMBLE 610 LLC: START DATE APPROX 6/1/10, INV RELATED, NOT PUBLICLY TRADED, 610 SW 10TH ST FORT LAUDERDALE, FL, 33315, 100% OWNER OF DUPLEX, RENTS OUT HALF SOMETIMES, APPROX 1 HOURS PER MONTH/0 DURING TRADING HRS, DUTIES: LANDLORD, NOT RECEIVING COMP AT THIS TIME, RECEIVES RENTAL INCOME WHEN RENTING. 2.) RENTAL PROPERTY THROUGH GAMBLE 610 LLC, 2000 S OCEAN BLVD FORT LAUDERDALE, FL, 33316, NOT INV RELATED, 1 HR/MO NOT DURING WORK, ~$2000/MONTH IN RENT. JMM STABLES POSITION: member NATURE: Thoroughbred horse racing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2021 ADDRESS: , Chicago IL , United States DESCRIPTION: We will decide whether to claima horse sell or run them
CRS (Client Relationship Summary) - RIA
Click below to view William Patrick Gamble's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 515 E Las Olas Blvd Fl 4, Fort Lauderdale, FL 33301RIA
CRD#: 283390
FORT LAUDERDALE, FL
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 515 E Las Olas Blvd Fl 4, Fort Lauderdale, FL 33301BD
CRD#: 17499
Fort Lauderdale, FL
Past
March 14, 2016 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
March 3, 2016 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
October 1, 2000 - March 11, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
HOLLYWOOD, FL
Past
October 1, 2000 - March 11, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
HOLLYWOOD, FL
Past
February 9, 1996 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
September 10, 1987 - January 1, 1996
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
July 25, 1986 - February 6, 1987
FIDELITY DISTRIBUTORS CORPORATION
BD
CRD#: 6848
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(2/17/2021)
RR
Arkansas(2/17/2021)
RR
California(3/14/2025)
RR
Colorado(2/14/2022)
RR
Connecticut(2/17/2021)
RR
District of Columbia(12/18/2023)
RR
Florida(2/17/2021)
IAR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Illinois(2/1/2022)
RR
Kentucky(2/17/2021)
RR
Louisiana(2/17/2021)
RR
Maryland(4/12/2022)
RR
Michigan(2/17/2021)
RR
New Jersey(2/17/2021)
RR
New York(5/3/2022)
RR
North Carolina(2/17/2021)
RR
Pennsylvania(2/17/2021)
RR
Puerto Rico(4/14/2025)
RR
Tennessee(11/4/2021)
RR
Texas(2/17/2021)
IAR
Texas(4/15/2021)
RR
Virginia(5/31/2023)
RR
Wisconsin(12/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/9/1990
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
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
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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)
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#: 283390Fort Lauderdale, FL 33301TRUST BUT VERIFY
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