Ward B. Deklyn
Professional summary
Ward Benedict Deklyn III, who also goes by Chip Deklyn, Ward Benedict Deklyn III, Ward Benedict III Deklyn, Ward Benedict Deklyn, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Richmaond, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
Ward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Ward has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ward Benedict Deklyn III's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 22, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1001 Semmes Ave Fl 3, Richmaond, VA 23286July 11, 2013 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1001 Semmes Ave Fl 3, Richmond, VA 23286December 9, 2019 - February 17, 2021
BB&T SECURITIES, LLC
July 11, 2013 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
February 6, 2004 - September 15, 2004
HOCHMAN & BAKER SECURITIES, INC.
January 27, 2003 - August 28, 2012
CETERA INVESTMENT ADVISERS LLC
April 25, 2002 - February 2, 2004
CAPITAL BROKERAGE CORPORATION
April 25, 2002 - August 28, 2012
CETERA FINANCIAL SPECIALISTS LLC
May 24, 1994 - June 8, 2001
QUICK & REILLY, INC.
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
(8/28/2020)
(7/11/2013)
(7/11/2013)
(7/11/2013)
(6/22/2016)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Richmaond, VA 23286TRUST BUT VERIFY
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