Alison D. Majors
Professional summary
Alison Degen Berg Majors, AIF®, CFP®, who also goes by Alison Degen Berg, Alison Majors, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Punta Gorda, Florida.
Alison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Alison has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alison Degen Berg Majors's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 14, 2016 - Present
TRUIST ADVISORY SERVICES, 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
(6/5/2025)
(12/14/2016)
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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