HE
Heather A. Edwards
TRUIST ADVISORY SERVICES
MYRTLE BEACH, SC 29582
Some features on this profile are disabled
CRD#: 6526081
HE
Professional summary
Heather Ann Edwards, who also goes by Heather A Edwards, Heather Ann Morgan, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Myrtle Beach, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in North Myrtle Beach, South Carolina.
Heather is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Heather has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Heather A Edwards | Heather Ann Morgan
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.
Rental Property POSITION: na NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2016 ADDRESS: 113 Furman Circle, Conway SC 29526 DESCRIPTION: My husband and I are renting out house out. There is no business heirarchy. I am owner on the home along with my husband but he is the only landlord listed on the lease agreement. I have nothing to do with it except for being an owner of the home.
CRS (Client Relationship Summary) - RIA
Click below to view Heather Ann Edwards'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: 521 Main St, Myrtle Beach, SC 29582RIA
CRD#: 283390
MYRTLE BEACH, SC
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 521 Main St Fl 1, North Myrtle Beach, SC 29582BD
CRD#: 17499
North Myrtle Beach, SC
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 11, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
NORTH MYRTLE BEACH, SC
Past
August 20, 2015 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
NORTH MYRTLE BEACH, SC
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(4/8/2021)
RR
Alaska(4/8/2021)
RR
Arizona(4/8/2021)
RR
Arkansas(4/8/2021)
RR
California(4/8/2021)
RR
Colorado(4/8/2021)
RR
Connecticut(4/8/2021)
RR
Delaware(4/8/2021)
RR
District of Columbia(4/8/2021)
RR
Florida(4/8/2021)
RR
Georgia(4/8/2021)
RR
Hawaii(4/8/2021)
RR
Idaho(4/8/2021)
RR
Illinois(4/8/2021)
RR
Indiana(4/8/2021)
RR
Iowa(4/8/2021)
RR
Kansas(4/8/2021)
RR
Kentucky(4/8/2021)
RR
Louisiana(4/8/2021)
RR
Maine(4/8/2021)
RR
Maryland(4/8/2021)
RR
Massachusetts(4/8/2021)
RR
Michigan(4/8/2021)
RR
Minnesota(4/8/2021)
RR
Mississippi(4/8/2021)
RR
Missouri(4/8/2021)
RR
Montana(4/8/2021)
RR
Nebraska(4/8/2021)
RR
Nevada(4/8/2021)
RR
New Hampshire(4/8/2021)
RR
New Jersey(4/8/2021)
RR
New Mexico(4/8/2021)
RR
New York(4/8/2021)
RR
North Carolina(4/8/2021)
RR
North Dakota(4/8/2021)
RR
Ohio(4/8/2021)
RR
Oklahoma(4/8/2021)
RR
Oregon(4/8/2021)
RR
Pennsylvania(4/8/2021)
RR
Puerto Rico(4/8/2021)
RR
Rhode Island(4/8/2021)
RR
South Carolina(2/17/2021)
IAR
South Carolina(2/17/2021)
RR
South Dakota(4/8/2021)
RR
Tennessee(4/8/2021)
RR
Texas(4/8/2021)
RR
Utah(4/8/2021)
RR
Vermont(4/8/2021)
RR
Virgin Islands(4/8/2021)
RR
Virginia(4/8/2021)
RR
Washington(4/8/2021)
RR
West Virginia(4/8/2021)
RR
Wisconsin(4/8/2021)
RR
Wyoming(4/8/2021)
Exams
State Security Law Exam
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.
