Belinda M. Butler
TRUIST ADVISORY SERVICES
GREENVILLE, NC 27858-6760
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CRD#: 3067338
Professional summary
Belinda Mai Butler, CFP®, who also goes by Belinda Butler, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Greenville, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Greenville, North Carolina.
Belinda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Belinda has worked at 9 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Belinda Butler
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.
PIANO STUDIO POSITION: Piano Teacher NATURE: Teaching piano lessons INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: Winterville NC, United States DESCRIPTION: Teaching piano lessons to students FIRST PRESBYTERIAN CHURCH POSITION: Choir Director/Organist NATURE: I am serving as the choir director and organist of the church. INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: Washington NC, United States DESCRIPTION: I will be directing the Adult Choir and playing the organist and piano for all services and rehearsals.
CRS (Client Relationship Summary) - RIA
Click below to view Belinda Mai Butler'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®
CFP®
Start date: 2019
Experience
Current
March 2, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 514 Greenville Blvd Fl 2, Greenville, NC 27858-6760RIA
CRD#: 283390
GREENVILLE, NC
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 514 E Greenville Blvd Se Fl 2, Greenville, NC 27835BD
CRD#: 17499
Greenville, NC
Past
February 12, 2021 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
January 20, 2021 - March 2, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
February 20, 2018 - January 6, 2021
MILESTONE WEALTH
RIA
CRD#: 292797
GREENVILLE, NC
Past
May 2, 2016 - April 2, 2018
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
GREENVILLE, NC
Past
April 19, 2016 - April 2, 2018
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
GREENVILLE, NC
Past
March 30, 2009 - April 21, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
GREENVILLE, NC
Past
March 30, 2009 - April 21, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
GREENVILLE, NC
Past
March 24, 2006 - April 3, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GREENVILLE, NC
Past
December 2, 2005 - April 3, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GREENVILLE, NC
Past
November 11, 2003 - November 29, 2005
EDWARD JONES
BD
CRD#: 250
WINTERVILLE, NC
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
Alabama(4/14/2021)
RR
Alaska(4/19/2021)
RR
Arizona(4/20/2021)
RR
Arkansas(4/14/2021)
RR
California(4/14/2021)
RR
Colorado(4/15/2021)
RR
Connecticut(4/15/2021)
RR
Delaware(5/14/2021)
RR
District of Columbia(4/15/2021)
RR
Florida(4/15/2021)
RR
Georgia(4/15/2021)
RR
Hawaii(4/15/2021)
RR
Idaho(4/15/2021)
RR
Illinois(4/21/2021)
RR
Indiana(4/19/2021)
RR
Iowa(4/15/2021)
RR
Kansas(4/19/2021)
RR
Kentucky(4/14/2021)
RR
Louisiana(4/19/2021)
RR
Maine(4/14/2021)
RR
Maryland(4/15/2021)
RR
Massachusetts(4/15/2021)
RR
Michigan(4/16/2021)
RR
Minnesota(4/15/2021)
RR
Mississippi(4/15/2021)
RR
Missouri(4/14/2021)
RR
Montana(4/14/2021)
RR
Nebraska(7/8/2021)
RR
Nevada(4/23/2021)
RR
New Hampshire(4/14/2021)
RR
New Jersey(7/21/2021)
RR
New Mexico(4/14/2021)
RR
New York(4/14/2021)
IAR
North Carolina(3/2/2021)
RR
North Carolina(3/19/2021)
RR
North Dakota(4/21/2021)
RR
Ohio(4/14/2021)
RR
Oklahoma(4/14/2021)
RR
Oregon(4/16/2021)
RR
Pennsylvania(4/15/2021)
RR
Puerto Rico(4/19/2021)
RR
Rhode Island(4/21/2021)
RR
South Carolina(4/14/2021)
RR
South Dakota(4/29/2021)
RR
Tennessee(4/15/2021)
RR
Texas(4/27/2021)
RR
Utah(4/14/2021)
RR
Vermont(4/14/2021)
RR
Virgin Islands(5/4/2021)
RR
Virginia(4/15/2021)
RR
Washington(4/14/2021)
RR
West Virginia(5/13/2021)
RR
Wisconsin(4/14/2021)
RR
Wyoming(4/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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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.
