JR
Judy A. Ravenna
TRUIST ADVISORY SERVICES | Financial Advisor
ODESSA, FL 33556
Some features on this profile are disabled
CRD#: 4174066
JR
Professional summary
Judy Ann Ravenna, who also goes by Judy Ann Govreau, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Odessa, Florida and TRUIST INVESTMENT SERVICES, INC. located in Odessa, Florida.
Judy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Judy has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
What are your service offerings?
Loans/credit services
Insurance
Trust & estate planning
Financial planning
Retirement planning
What is your current number of clients?
Under 100
Are you a "fiduciary"?
Yes
Aliases
Judy Ann Govreau
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Judy Ann Ravenna'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®
NoneExperience
Current
September 9, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 16116 State Rd 54, Odessa, FL 33556RIA
CRD#: 283390
ODESSA, FL
Current
April 19, 2000 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 16116 State Rd 54, Odessa, FL 33556BD
CRD#: 17499
Odessa, FL
Past
February 18, 2003 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
BROOKSVILLE, FL
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
Arizona(1/5/2017)
RR
Arkansas(5/23/2016)
RR
California(1/21/2015)
RR
District of Columbia(10/19/2018)
RR
Florida(4/20/2000)
IAR
Florida(9/9/2016)
RR
Georgia(9/7/2000)
RR
Illinois(12/23/2010)
RR
Indiana(5/24/2022)
RR
Iowa(5/23/2016)
RR
Massachusetts(12/10/2021)
RR
Michigan(5/20/2020)
RR
Minnesota(4/21/2014)
RR
Nevada(11/24/2023)
RR
New Jersey(10/6/2020)
RR
New York(8/21/2019)
RR
North Carolina(5/6/2013)
RR
Pennsylvania(5/3/2023)
RR
South Carolina(5/24/2021)
RR
Tennessee(1/4/2007)
RR
Texas(10/7/2020)
IAR
Texas(8/10/2021)
RR
Virginia(2/11/2016)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (5/18/2016 Approved)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
Financial AdvisorCRD#: 283390Odessa, FL 33556TRUST BUT VERIFY
Monitor Judy Ravenna
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
