Lina C. Millares

TRUIST ADVISORY SERVICES

MELBOURNE, FL 32940

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CRD#: 4857237

Professional summary

Lina Christine Millares, who also goes by Lina C Armstrong, Lina Christine Milares, Lina C Millares, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Melbourne, Florida and TRUIST INVESTMENT SERVICES, INC. located in Melbourne, Florida.

Lina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Lina has worked at 7 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lina C Armstrong | Lina Christine Milares | Lina C Millares

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.

DEL VAL INVESTMENT GROUP POSITION: Vice President NATURE: Real estate investment company for buying homes to flip or to hold as rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2019 ADDRESS: , Cooper City FL , United States DESCRIPTION: Securing contractors Providing administrative duties and manual labor Overseeing project budgets Analyzing potential property purchases Marketing

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lina Christine Millares's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 5, 2018 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 8226 N Wickham Rd Fl 2, Melbourne, FL 32940

RIA

CRD#: 283390

MELBOURNE, FL

Current

May 9, 2018 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 8226 N Wickham Rd, Melbourne, FL 32940

CRD#: 6321

MINNEAPOLIS, MN

Past

November 11, 2004 - January 9, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

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.

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

Alabama
(3/10/2022)

Alaska
(3/11/2022)

Arizona
(5/9/2018)

Arkansas
(8/3/2021)

California
(5/9/2018)

Colorado
(5/9/2018)

Connecticut
(3/11/2022)

Delaware
(3/23/2022)

District of Columbia
(3/21/2022)

Florida
(5/9/2018)

IAR

Florida
(6/5/2018)

Georgia
(5/9/2018)

Hawaii
(3/11/2022)

Idaho
(3/11/2022)

Illinois
(5/9/2018)

Indiana
(3/14/2022)

Iowa
(3/11/2022)

Kansas
(3/10/2022)

Kentucky
(3/11/2022)

Louisiana
(3/11/2022)

Maine
(3/11/2022)

Maryland
(5/9/2018)

Massachusetts
(5/9/2018)

Michigan
(5/9/2018)

Minnesota
(5/9/2018)

Mississippi
(3/11/2022)

Missouri
(12/3/2020)

Montana
(3/11/2022)

Nebraska
(3/10/2022)

Nevada
(3/28/2022)

New Hampshire
(9/7/2018)

New Jersey
(5/9/2018)

New Mexico
(9/12/2018)

New York
(5/9/2018)

North Carolina
(5/9/2018)

North Dakota
(3/15/2022)

Ohio
(3/16/2020)

Oklahoma
(3/14/2022)

Pennsylvania
(5/9/2018)

Puerto Rico
(11/7/2018)

Rhode Island
(3/15/2022)

South Carolina
(12/2/2020)

South Dakota
(3/16/2022)

Tennessee
(5/9/2018)

Texas
(5/9/2018)

Utah
(3/14/2022)

Vermont
(3/10/2022)

Virgin Islands
(3/15/2022)

Virginia
(5/9/2018)

Washington
(5/9/2018)

West Virginia
(5/9/2018)

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Lina C. Millares

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lina Christine Millares's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS INTERNATIONAL INC.

UBS INTERNATIONAL INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/11/2005

SIE

Date: 10/1/2018

Series 3

Date: 9/15/2007

Series 7

Date: 11/10/2004

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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