VV
Victor G. Valentino-rodriguez
TRUIST ADVISORY SERVICES
WINSTON-SALEM, NC 27104
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CRD#: 5943425
VV
Professional summary
Victor Guillermo Valentino-rodriguez, who also goes by VIctor Guillermo Valentino, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Winston-salem, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Winston Salem, North Carolina.
Victor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Victor has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victor Guillermo Valentino
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.
VRV PROPERTY SOLUTIONS LLC, VRV PROPERTIES LLC / REAL ESTATE POSITION: Owner / Partner NATURE: Activities include: Buys/sells, rents real estate properties. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2017 ADDRESS: Worthland Ct, Winston-Salem NC 27103 DESCRIPTION: Activities include: Buys/sells, rents real estate properties. REAL ESTATE HOLDINGS POSITION: PART OWNER NATURE: Real estate rentals: TURNWOOD LN, WINSTON-SALEM, NC 27104 and LORD JEFF DR, GREENSBORO, NC 27405 and MAVERICK ST, WINSTON, SALEM, NC 27106 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: , WINSTON-SALEM, GREENSBORO NC , United States DESCRIPTION: Acquire, dispose, rent assets REAL ESTATE UNDER VRV PROPERTIES LLC POSITION: MEMBER OF LLC NATURE: Real property held under VRV PROPERTIES LLC. HAMILTON AVE, WINSTON-SALEM, NC 27107 and ROLLING RD, HIGH POINT, NC27265. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2017 ADDRESS: , WINSTON-SALEM, NC NC , United States DESCRIPTION: Acquire, dispose, rent assets of the LLC. PROPERTIES HELD UNDER VRV PROPERTY SOLUTIONS LLC POSITION: MEMBER NATURE: Real property held under VRV PROPERTY SOLUTIONS LLC. ROLLING RD, HIGH POINT, NC 27265. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: , HIGH POINT NC , United States DESCRIPTION: Rent assets of the LLC. VRV PROPERTY SOLUTIONS LLC POSITION: MEMBER NATURE: Real estate holding company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2019 ADDRESS: , WINSTON-SALEM NC , United States DESCRIPTION: Activities include the acquisition, disposition and rental of real estate property held by the entity. VRV PROPERTIES LLC POSITION: MEMBER NATURE: Real estate holdings INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2017 ADDRESS: , WINSTON-SALEM NC , United States DESCRIPTION: Activities include the acquisition, disposition and rental of real estate property held by the entity.
CRS (Client Relationship Summary) - RIA
Click below to view Victor Guillermo Valentino-rodriguez'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: 110 S Stratford Rd, Winston-salem, NC 27104RIA
CRD#: 283390
WINSTON-SALEM, NC
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 121 Jonestown Rd, Winston Salem, NC 27104Office #2: 110 S Stratford Rd Fl 5, Winston-salem, NC 27104Office #3: 2274 Vanstory St, Greensboro, NC 27403Office #4: 2835 Randleman Rd, Greensboro, NC 27406Office #5: 120 W Main St, Jamestown, NC 27282Office #6: 2940 S Main St, High Point, NC 27263Office #7: 620 N Main St, High Point, NC 27260Office #8: 4025 Premier Dr, High Point, NC 27265Office #9: 4541 W Market St, Greensboro, NC 27407BD
CRD#: 17499
Winston Salem, NC
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
February 10, 2015 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
GREENSBORO, NC
Past
February 10, 2015 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
GREENSBORO, NC
Past
April 27, 2012 - January 7, 2015
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
WINSTON-SALEM, NC
Past
April 27, 2012 - January 7, 2015
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WINSTON-SALEM, NC
Past
September 5, 2011 - May 2, 2012
MORGAN STANLEY
RIA
CRD#: 149777
WINSTON-SALEM, NC
Past
August 10, 2011 - May 2, 2012
MORGAN STANLEY
BD
CRD#: 149777
WINSTON-SALEM, NC
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(11/30/2023)
RR
Colorado(9/18/2024)
RR
Florida(2/17/2021)
RR
Georgia(11/9/2022)
RR
Iowa(9/18/2024)
RR
Kentucky(11/30/2023)
RR
Maryland(7/26/2022)
RR
Mississippi(2/15/2024)
RR
Missouri(4/24/2024)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
IAR
North Carolina(2/17/2021)
RR
Ohio(6/21/2021)
RR
Oregon(9/26/2024)
RR
South Carolina(2/17/2021)
RR
Tennessee(11/30/2023)
RR
Virginia(2/17/2021)
Exams
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)Upgrade to AdvisorCheck Premium
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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.
