DD
Derek G. Deguire
TRUIST ADVISORY SERVICES
NASHVILLE, TN 37212
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CRD#: 3162351
DD
Professional summary
Derek Grant Deguire, CFP® is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Nashville, Tennessee and TRUIST INVESTMENT SERVICES, INC. located in Nashville, Tennessee.
Derek is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Derek has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
OWNER OF RENTAL PROPERTY; PROPRIETER; 0-HOURS DURING BUSINESS HOURS; 1-HOUR AFTER BUSINESS HOURS. POSITION: Owner NATURE: I'm going to be buying residential real estate and having professional contractors renovate and then I'm going to resell them. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2016 ADDRESS: , Franklin TN DESCRIPTION: I'm going to purchase properties and then resell them after I have professional contractors renovate them.
CRS (Client Relationship Summary) - RIA
Click below to view Derek Grant Deguire'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: 2010
Experience
Current
September 1, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1605 21st Ave S, Nashville, TN 37212RIA
CRD#: 283390
NASHVILLE, TN
Current
October 12, 2001 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1201 Dr Db Todd Jr Blvd, Nashville, TN 37208Office #2: 4604 Charlotte Pike, Nashville, TN 37209Office #3: 1605 21st Ave S, Nashville, TN 37212BD
CRD#: 17499
Nashville, TN
Past
August 5, 2002 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
NASHVILLE, TN
Past
July 16, 1999 - April 10, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
February 2, 1999 - April 23, 1999
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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(6/17/2024)
RR
California(7/6/2007)
RR
Colorado(6/17/2024)
RR
Florida(11/28/2018)
RR
Georgia(2/28/2012)
RR
Illinois(6/17/2024)
RR
Indiana(1/27/2016)
RR
Kentucky(1/20/2022)
RR
Maine(3/14/2014)
RR
Maryland(6/17/2024)
RR
Massachusetts(7/23/2019)
RR
Minnesota(6/17/2024)
RR
Mississippi(6/7/2016)
RR
Missouri(10/16/2018)
RR
Nebraska(1/7/2013)
RR
New Hampshire(11/13/2020)
RR
New Jersey(6/17/2024)
RR
New York(12/21/2007)
RR
North Carolina(11/2/2021)
RR
Oklahoma(6/17/2024)
RR
Oregon(11/2/2016)
RR
Pennsylvania(6/17/2024)
RR
South Carolina(6/17/2024)
RR
Tennessee(10/12/2001)
IAR
Tennessee(9/1/2016)
IAR
Texas(3/13/2017)
RR
Texas(6/28/2021)
RR
Utah(6/7/2024)
RR
Vermont(6/26/2024)
RR
Virginia(10/23/2015)
RR
Washington(4/20/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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.
