PS
Paige G. Simmons
TRUIST ADVISORY SERVICES
ATHENS, GA 30606
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CRD#: 6774680
PS
Professional summary
Paige Goza Simmons, who also goes by Sandra Paige Goza Ms., Paige Goza Simmons Mrs., is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Athens, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Winder, Georgia.
Paige is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Paige has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sandra Paige Goza Ms. | Paige Goza Simmons Mrs.
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.
ROBERT SIMMONS PROPERTIES POSITION: General Manager NATURE: My husband and I own rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2001 ADDRESS: 8668 Hwy 106 S, Hull GA 30646 DESCRIPTION: I am a co-owner and market the property, lease it, make rent deposits and schedule repairs.
CRS (Client Relationship Summary) - RIA
Click below to view Paige Goza Simmons'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: 3445 Atlanta Hwy Fl 1, Athens, GA 30606RIA
CRD#: 283390
ATHENS, GA
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 43 S Broad St, Winder, GA 30680Office #2: 3400 Buford Dr, Buford, GA 30519Office #3: 475 E Broad St, Athens, GA 30601Office #4: 10 Silo Ln, Lavonia, GA 30553Office #5: 185 Alps Rd, Athens, GA 30606Office #6: 180 Gaines School Rd, Athens, GA 30605Office #7: 3445 Atlanta Hwy, Athens, GA 30606Office #8: 1949 Rosebud Rd, Grayson, GA 30017Office #9: 4009 Five Forks Trickum Rd Sw, Lilburn, GA 30047Office #10: 1689 Scenic Hwy N, Snellville, GA 30078Office #11: 3287 Lawrenceville Suwanee Rd, Suwanee, GA 30024Office #12: 3480 Braselton Hwy, Dacula, GA 30019Office #13: 792 Dacula Rd, Dacula, GA 30019Office #14: 4064 Atlanta Hwy, Loganville, GA 30052Office #15: 4700 Lawrenceville Hwy Nw, Lilburn, GA 30047BD
CRD#: 17499
Winder, GA
Past
October 1, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
October 1, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
August 18, 2017 - October 3, 2018
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
ATHENS, GA
Past
June 20, 2017 - October 3, 2018
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ATHENS, GA
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(2/17/2021)
RR
Arizona(5/9/2022)
RR
Arkansas(9/26/2025)
RR
California(4/29/2022)
RR
Colorado(2/3/2025)
RR
District of Columbia(9/29/2025)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
IAR
Georgia(2/17/2021)
RR
Idaho(9/24/2024)
RR
Illinois(8/3/2023)
RR
Indiana(5/5/2022)
RR
Kansas(4/29/2022)
RR
Kentucky(5/2/2022)
IAR
Louisiana(2/14/2022)
RR
Louisiana(5/3/2022)
RR
Maryland(12/8/2023)
RR
Massachusetts(8/1/2022)
RR
Michigan(9/26/2025)
RR
Minnesota(9/25/2025)
RR
Mississippi(5/2/2022)
RR
Missouri(6/22/2022)
RR
Montana(6/8/2022)
RR
Nebraska(4/28/2022)
RR
New Jersey(4/28/2022)
RR
New York(7/25/2025)
RR
North Carolina(2/17/2021)
RR
Ohio(4/28/2022)
RR
Pennsylvania(4/29/2022)
RR
South Carolina(2/17/2021)
RR
Tennessee(2/17/2021)
RR
Texas(4/29/2022)
IAR
Texas(10/31/2022)
RR
Utah(9/24/2025)
RR
Virginia(9/25/2025)
RR
Washington(4/28/2022)
RR
West Virginia(5/2/2022)
RR
Wisconsin(2/17/2021)
Exams
State Security Law 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Athens, GA 30606TRUST BUT VERIFY
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