Michael H. Dennard
Professional summary
Michael Hamilton Dennard, who also goes by Michael Hamilton Dennard, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Powder Springs, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 13 firms and has passed the Series 66, Series 63, Series 6TO, Series 52TO, SIE, Series 7, Series 6, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Hamilton Dennard's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 9, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
February 4, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1001 Semmes Ave Fl 3, Richmond, VA 23286September 17, 2019 - February 3, 2022
CETERA WEALTH SERVICES, LLC
September 16, 2019 - February 3, 2022
CETERA WEALTH SERVICES, LLC
January 17, 2017 - September 5, 2019
PFS INVESTMENTS INC.
January 12, 2017 - September 5, 2019
PFS INVESTMENTS INC.
May 13, 2016 - October 19, 2016
SIGNATOR INVESTORS, INC.
May 13, 2016 - October 19, 2016
SIGNATOR INVESTORS, INC.
August 5, 2014 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
July 30, 2014 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 3, 2010 - July 28, 2014
FSC SECURITIES CORPORATION
February 2, 2010 - July 28, 2014
FSC SECURITIES CORPORATION
June 21, 2006 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
June 21, 2006 - October 6, 2009
MSI FINANCIAL SERVICES, INC.
March 10, 2006 - April 21, 2006
E*TRADE SECURITIES LLC
September 29, 2000 - February 13, 2003
GPC SECURITIES, INC.
January 6, 1999 - August 23, 2000
WELLS FARGO SECURITIES INC.
August 21, 1998 - November 30, 1998
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
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
(2/4/2022)
(2/9/2022)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative 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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