George W. Boss
Professional summary
George Wells Boss JR, who also goes by George Wells Jr Boss, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Greensboro, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Greensboro, North Carolina.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. George has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Wells Boss JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 5, 2018 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3318 W Friendly Ave Fl 1, Greensboro, NC 27410October 5, 2018 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3318 W Friendly Ave Fl 3, Greensboro, NC 27410October 23, 2009 - October 9, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - October 9, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 17, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 17, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
December 10, 2002 - October 20, 2008
WELLS FARGO CLEARING SERVICES, LLC
June 15, 2002 - October 20, 2008
WELLS FARGO CLEARING SERVICES, LLC
February 14, 2000 - June 15, 2002
WACHOVIA SECURITIES, INC.
October 2, 1997 - February 14, 2000
WACHOVIA BROKERAGE SERVICE
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
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(10/17/2019)
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(4/19/2024)
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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#: 283390Greensboro, NC 27410TRUST BUT VERIFY
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