GK
Gordon B. Kellam
TRUIST ADVISORY SERVICES | Financial Advisor
NAPLES, FL 34108
Some features on this profile are disabled
CRD#: 4427173
GK
Professional summary
Gordon Bayard Kellam, who also goes by Gordon Kellam, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Naples, Florida and TRUIST INVESTMENT SERVICES, INC. located in Naples, Florida.
Gordon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Gordon has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
What are your service offerings?
Philanthropic services
Trust & estate planning
Trading individual securities
Financial planning
Loans/credit services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Gordon Kellam
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 Gordon Bayard Kellam'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
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 801 Laurel Oak Dr, Naples, FL 34108RIA
CRD#: 283390
NAPLES, FL
Current
December 10, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 801 Laurel Oak Dr, Naples, FL 34108BD
CRD#: 17499
Naples, FL
Past
September 24, 2013 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
September 20, 2013 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
October 23, 2009 - September 30, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NAPLES, FL
Past
October 23, 2009 - September 30, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NAPLES, FL
Past
July 6, 2004 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
NAPLES, FL
Past
July 6, 2004 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
NAPLES, FL
Past
April 5, 2004 - May 24, 2004
PUTNAM INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 106629
BOSTON , MA
Past
October 25, 2001 - May 24, 2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
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(2/17/2021)
RR
Alaska(3/14/2022)
RR
Arizona(2/17/2021)
RR
Arkansas(12/22/2021)
RR
California(2/17/2021)
RR
Colorado(2/17/2021)
RR
Connecticut(2/17/2021)
RR
Delaware(3/14/2022)
RR
District of Columbia(3/14/2022)
RR
Florida(12/10/2019)
IAR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Hawaii(12/22/2021)
RR
Idaho(12/22/2021)
RR
Illinois(2/17/2021)
RR
Indiana(2/17/2021)
RR
Iowa(2/17/2021)
RR
Kansas(3/14/2022)
RR
Kentucky(2/17/2021)
RR
Louisiana(12/22/2021)
IAR
Louisiana(1/12/2022)
RR
Maine(3/14/2022)
RR
Maryland(2/17/2021)
RR
Massachusetts(2/17/2021)
RR
Michigan(2/17/2021)
RR
Minnesota(3/14/2022)
RR
Mississippi(3/14/2022)
RR
Missouri(2/17/2021)
RR
Montana(3/14/2022)
RR
Nebraska(3/14/2022)
RR
Nevada(2/17/2021)
RR
New Hampshire(12/22/2021)
RR
New Jersey(2/17/2021)
RR
New Mexico(3/14/2022)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
North Dakota(3/14/2022)
RR
Ohio(2/17/2021)
RR
Oklahoma(3/14/2022)
RR
Oregon(2/17/2021)
RR
Pennsylvania(2/17/2021)
RR
Puerto Rico(3/14/2022)
RR
Rhode Island(2/17/2021)
RR
South Carolina(2/17/2021)
RR
South Dakota(3/14/2022)
RR
Tennessee(12/22/2021)
RR
Texas(2/17/2021)
IAR
Texas(4/15/2021)
RR
Utah(3/14/2022)
RR
Vermont(12/22/2021)
RR
Virgin Islands(2/17/2021)
RR
Virginia(2/17/2021)
RR
Washington(2/17/2021)
RR
West Virginia(12/22/2021)
RR
Wisconsin(2/17/2021)
RR
Wyoming(3/14/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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#: 283390Naples, FL 34108TRUST BUT VERIFY
Monitor Gordon Kellam
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
