Evan W. Lankford
Professional summary
Evan William Lankford is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Richmond, Virginia.
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Evan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Evan William Lankford's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 919 East Main Street - 8th Flr, Richmond, VA 23219September 6, 2017 - February 15, 2022
BDC CAPITAL MANAGEMENT, INC.
September 25, 2014 - January 30, 2015
BBVA SECURITIES INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/25/2022)
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Richmond, VA 23219TRUST BUT VERIFY
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