Debra L. Reardon
Professional summary
Debra Lloyd Reardon, who also goes by Debbie Lloyd, Debra S Lloyd, Debra Smith Lloyd, Deborah Smith Reardon, Debra Smith Reardon, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ormond Beach, Florida and TRUIST INVESTMENT SERVICES, INC. located in Palm Coast, Florida.
Debra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Debra has worked at 4 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 26, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Debra Lloyd Reardon's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1470 W Granada Blvd, Ormond Beach, FL 32174August 2, 2004 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 220 Palm Coast Pkwy Ne, Palm Coast, FL 32137Office #2: 3780 Roscommon Dr, Ormond Beach, FL 32174Office #3: 1470 W Granada Blvd, Ormond Beach, FL 32174Office #4: 2410 Moody Blvd, Flagler Beach, FL 32136September 23, 2004 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
March 7, 2000 - July 8, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 3, 2000 - July 8, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 21, 1994 - December 23, 1999
UBS FINANCIAL SERVICES INC.
October 27, 1993 - June 10, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH 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
(11/8/2017)
(3/11/2022)
(1/31/2020)
(4/2/2019)
(7/23/2021)
(11/4/2021)
(8/2/2004)
(8/19/2016)
(9/22/2009)
(12/2/2024)
(8/24/2016)
(2/24/2020)
(1/28/2025)
(5/11/2015)
(5/12/2021)
(5/20/2021)
(8/28/2019)
(8/24/2016)
(10/31/2025)
(5/29/2024)
(2/18/2025)
(6/22/2017)
(2/8/2019)
(11/30/2022)
(4/23/2007)
(4/7/2014)
(5/5/2015)
(2/17/2015)
(5/3/2024)
(6/4/2024)
(5/6/2019)
(7/2/2020)
(2/19/2020)
(3/4/2024)
(8/14/2024)
(1/11/2022)
(5/7/2012)
(4/11/2023)
(4/11/2024)
(5/25/2017)
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#: 283390Ormond Beach, FL 32174TRUST BUT VERIFY
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