Judy Mcghie
Professional summary
Judy Mcghie, who also goes by Judy A Mcghie, Judy Ann Mcghie, Judy Ann Marie Mcghie, is a registered financial professional currently at TRUIST SECURITIES, INC. located in Atlanta, Georgia.
Judy is registered as a RR (Registered Representative) and started their career in finance in 2002. Judy has worked at 12 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Judy Mcghie's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 30, 2026 - Present
TRUIST SECURITIES, INC.
Office #1: 740 Battery Avenue, Se Fl 3 4, 5, 6, & 9, Atlanta, GA, 30339May 22, 2024 - July 24, 2025
TRUIST INVESTMENT SERVICES, INC.
September 23, 2022 - May 29, 2024
TRUIST SECURITIES, INC.
April 6, 2021 - August 31, 2022
TRIAD ADVISORS LLC
April 6, 2021 - August 31, 2022
SECURITIES AMERICA, INC.
December 16, 2015 - March 10, 2016
VALIC FINANCIAL ADVISORS, INC.
April 25, 2013 - August 31, 2022
WOODBURY FINANCIAL SERVICES, INC.
March 27, 2008 - October 29, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
March 27, 2008 - March 3, 2009
ADVANTAGE CAPITAL CORPORATION
March 27, 2008 - August 31, 2022
OSAIC SERVICES, INC.
March 27, 2008 - August 31, 2022
OSAIC WEALTH, INC.
December 10, 2007 - August 31, 2022
FSC SECURITIES CORPORATION
September 4, 2007 - November 19, 2007
MORGAN STANLEY & CO. LLC
March 26, 2002 - May 21, 2007
TRUIST INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/30/2026)
Exams
FINRA
Nasdaq Stock Market
Current Firm
TRUIST SECURITIES, INC.
CRD#: 6271 / SEC#: , 8-17212
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TRUIST FINANCIAL CORPORATION | PARENT COMPANY | |
| COLEMAN, SHELLEY BRENNAN | AML OFFICER | 3163295 |
| FARRELL, KATHLEEN ANNE | BOARD MEMBER | 4038178 |
| HACKETT, THOMAS PATRICK | CHAIRMAN OF THE BOARD & CHIEF EXECUTIVE OFFICER | 2878035 |
| HUFFSTETLER, MARK | BOARD MEMBER AND CHIEF CREDIT OFFICER | 2830214 |
| HUMPHREYS, ADAM | SECRETARY AND CHIEF LEGAL OFFICER | 7866934 |
| JESSANI, KERRY | BOARD MEMBER | 5048754 |
| MILLIGAN, JOHN | PRINCIPAL OPERATIONS OFFICER | 3206391 |
| MORRIS, DONALD ROSS JR | CHIEF FINANCIAL OFFICER | 3231801 |
| PAPPAS, ALBERT GEORGE | CHIEF COMPLIANCE OFFICER | 1875535 |
Disclosures
| Regulatory Event | 22 |
| Arbitration | 1 |
Red Flags
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