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AC

Albert J. Camps

TRUIST ADVISORY SERVICES
RIVERVIEW, FL 33569
Some features on this profile are disabled
CRD#: 5285700
AC

Professional summary


Albert James Camps, who also goes by Albert J Camps, Albert J. Camps, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Riverview, Florida and TRUIST INVESTMENT SERVICES, INC. located in Riverview, Florida.

Albert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Albert has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Albert J Camps | Albert J. Camps

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Albert James Camps'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

August 24, 2016 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 11721 Boyette Rd, Riverview, FL 33569
RIA
CRD#: 283390
RIVERVIEW, FL
Current

May 24, 2016 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 11721 Boyette Rd, Riverview, FL 33569
BD
CRD#: 17499
Riverview, FL
Past

June 6, 2016 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
CLEARWATER, FL
Past

November 16, 2009 - March 25, 2016

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WESTLAKE, TX
Past

April 25, 2008 - March 24, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

January 1, 2008 - January 25, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

October 31, 2007 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
WESTLAKE, TX
Past

April 2, 2007 - September 10, 2007

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
WESTLAKE, 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
(10/6/2016)
RR
Alaska
(3/10/2022)
RR
Arizona
(10/6/2016)
RR
Arkansas
(8/7/2018)
RR
California
(10/6/2016)
RR
Colorado
(8/7/2018)
RR
Connecticut
(6/6/2016)
RR
Delaware
(6/13/2016)
RR
District of Columbia
(10/6/2016)
RR
Florida
(6/6/2016)
IAR
Florida
(8/24/2016)
RR
Georgia
(6/14/2016)
RR
Hawaii
(3/10/2022)
RR
Idaho
(3/10/2022)
RR
Illinois
(5/25/2016)
RR
Indiana
(6/7/2016)
RR
Iowa
(3/10/2022)
RR
Kansas
(3/10/2022)
RR
Kentucky
(5/1/2019)
RR
Louisiana
(3/10/2022)
RR
Maine
(9/15/2017)
RR
Maryland
(5/27/2016)
RR
Massachusetts
(5/1/2019)
RR
Michigan
(6/2/2016)
RR
Minnesota
(8/7/2018)
RR
Mississippi
(8/7/2018)
RR
Missouri
(3/10/2022)
RR
Montana
(3/10/2022)
RR
Nebraska
(3/10/2022)
RR
Nevada
(10/6/2016)
RR
New Hampshire
(10/6/2016)
RR
New Jersey
(5/1/2019)
RR
New Mexico
(3/10/2022)
RR
New York
(10/6/2016)
RR
North Carolina
(8/8/2018)
RR
North Dakota
(3/10/2022)
RR
Ohio
(5/24/2016)
RR
Oklahoma
(8/7/2018)
RR
Oregon
(8/7/2018)
RR
Pennsylvania
(9/17/2018)
RR
Puerto Rico
(5/1/2019)
RR
Rhode Island
(5/1/2019)
RR
South Carolina
(8/7/2018)
RR
South Dakota
(3/10/2022)
RR
Tennessee
(8/7/2018)
RR
Texas
(6/9/2016)
RR
Utah
(3/10/2022)
RR
Vermont
(8/7/2018)
RR
Virgin Islands
(3/10/2022)
RR
Virginia
(10/6/2016)
RR
Washington
(6/7/2016)
RR
West Virginia
(6/7/2016)
RR
Wisconsin
(10/6/2016)
RR
Wyoming
(1/9/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/13/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product 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
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)

Regulatory assets under management


Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
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.

CRD#: 283390Riverview, FL 33569

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