CA
Cassandra L. Altom
TRUIST ADVISORY SERVICES
WESTLAKE, TX 76262
Some features on this profile are disabled
CRD#: 4938257
CA
Professional summary
Cassandra Louise Altom, who also goes by Cassie Altom, Cassandra Louise Dibble, Cassie Louise Dibble, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Westlake, Texas and TRUIST INVESTMENT SERVICES, INC. located in Westlake, Texas.
Cassandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Cassandra has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cassie Altom | Cassandra Louise Dibble | Cassie Louise Dibble
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 JOYFUL GIGI CRAFT COMPANY POSITION: Crafter NATURE: I have a small craft business where I make tumblers and personalized items. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: , Lewisville TX , United States DESCRIPTION: I make crafts and personalized items.
CRS (Client Relationship Summary) - RIA
Click below to view Cassandra Louise Altom'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
June 3, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1301 Solana Blvd Ste 2340, Westlake, TX 76262RIA
CRD#: 283390
WESTLAKE, TX
Current
June 3, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1301 Solana Blvd Ste 2340, Westlake, TX 76262BD
CRD#: 17499
Westlake, TX
Past
May 16, 2013 - June 1, 2021
BBVA SECURITIES INC.
BD
CRD#: 27060
FRISCO, TX
Past
February 20, 2013 - June 1, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
RIA
CRD#: 110476
FRISCO, TX
Past
February 6, 2012 - February 5, 2013
PNC MANAGED ACCOUNT SOLUTIONS, INC.
RIA
CRD#: 110476
GRAPEVINE, TX
Past
April 22, 2005 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
BD
CRD#: 17086
FORT WORTH, TX
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(6/3/2021)
RR
Alaska(6/3/2021)
RR
Arizona(6/3/2021)
RR
Arkansas(6/3/2021)
RR
California(6/3/2021)
RR
Colorado(6/3/2021)
RR
Connecticut(6/3/2021)
RR
Delaware(6/3/2021)
RR
District of Columbia(6/3/2021)
RR
Florida(6/3/2021)
RR
Georgia(6/3/2021)
RR
Hawaii(6/3/2021)
RR
Idaho(6/3/2021)
RR
Illinois(6/3/2021)
RR
Indiana(6/3/2021)
RR
Iowa(6/3/2021)
RR
Kansas(6/3/2021)
RR
Kentucky(6/3/2021)
RR
Louisiana(6/3/2021)
RR
Maine(6/3/2021)
RR
Maryland(6/3/2021)
RR
Massachusetts(6/3/2021)
RR
Michigan(6/3/2021)
RR
Minnesota(6/3/2021)
RR
Mississippi(6/3/2021)
RR
Missouri(6/3/2021)
RR
Montana(6/3/2021)
RR
Nebraska(6/3/2021)
RR
Nevada(6/3/2021)
RR
New Hampshire(6/3/2021)
RR
New Jersey(6/3/2021)
RR
New Mexico(6/3/2021)
RR
New York(6/3/2021)
RR
North Carolina(6/3/2021)
RR
North Dakota(6/3/2021)
RR
Ohio(6/3/2021)
RR
Oklahoma(6/3/2021)
RR
Oregon(6/3/2021)
RR
Pennsylvania(6/3/2021)
RR
Puerto Rico(6/3/2021)
RR
Rhode Island(6/3/2021)
RR
South Carolina(6/3/2021)
RR
South Dakota(6/3/2021)
RR
Tennessee(6/3/2021)
RR
Texas(6/3/2021)
IAR
Texas(6/3/2021)
RR
Utah(6/3/2021)
RR
Vermont(6/3/2021)
RR
Virgin Islands(6/3/2021)
RR
Virginia(6/3/2021)
RR
Washington(6/3/2021)
RR
West Virginia(6/3/2021)
RR
Wisconsin(6/3/2021)
RR
Wyoming(6/3/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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)
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.
