Dustin P. Mcarthur
Professional summary
Dustin Paul Mcarthur, CFP®, who also goes by Dustin Paul Mc Arthur, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Duluth, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Johns Creek, Georgia.
Dustin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Dustin has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dustin Paul Mcarthur's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
July 12, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 9600 Medlock Bridge Rd, Duluth, GA 30097June 13, 2017 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 9600 Medlock Bridge Rd, Johns Creek, GA 30097Office #2: 1170 Buford Rd, Cumming, GA 30041June 1, 2015 - June 5, 2017
STRATEGIC ADVISERS LLC
May 11, 2015 - June 5, 2017
FIDELITY BROKERAGE SERVICES LLC
February 12, 2015 - May 4, 2015
SOUTHBRIDGE
January 8, 2015 - May 4, 2015
TRIAD ADVISORS LLC
April 20, 2007 - February 8, 2013
TRUIST INVESTMENT SERVICES, INC.
April 11, 2007 - February 8, 2013
TRUIST INVESTMENT SERVICES, INC.
April 7, 2003 - August 18, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
October 13, 2000 - July 3, 2006
IDS LIFE INSURANCE COMPANY
October 13, 2000 - August 18, 2006
AMERIPRISE FINANCIAL SERVICES, 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
(8/7/2018)
(8/30/2018)
(6/13/2017)
(7/12/2017)
(2/25/2021)
(2/21/2020)
(3/6/2018)
(6/13/2023)
(1/19/2025)
(1/28/2019)
(9/21/2020)
(12/19/2018)
(3/21/2022)
(6/18/2021)
(12/11/2018)
(7/6/2018)
(12/10/2019)
(9/14/2021)
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
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