Luther K. Wiles

TRUIST ADVISORY SERVICES

ALEXANDRIA, VA 22314

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CRD#: 704051

Professional summary

Luther Kirkpatrick Wiles, who also goes by L Kirk Wiles, Luther Kirk Wiles, Luther Kirkpatric Wiles, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Alexandria, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Alexandria, Virginia.

Luther is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Luther has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

L Kirk Wiles | Luther Kirk Wiles | Luther Kirkpatric Wiles

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.

1.CLARENDON 1021, HOME OWNER'S ASSOCIATION, BOARD OF DIRECTORS. TREASURER AND SOMETIMES INVESTMENT RELATED - PLACE GOVT BACKED AND INSURED INVESTMENTS. 1021 N. GARFIELD ST, ARLINGTON, VA 22201. 3 YEAR TERM ON BOARD. REVIEW FINANCIAL CONDITION OF THE HOME OWNER'S ASSOCIATION. ASSIST IN RECOMMENDING INVESTMENT VEHICLES FOR THE FUNDS. 8 HRS/MONTH. 0 DURING BIZ DAY. OCT. 2009. REMAINS TREASURER AND BOARD MEMBER AS OF 9.1.15

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luther Kirkpatrick Wiles's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 201 N Union St Ste 240, Alexandria, VA 22314

RIA

CRD#: 283390

ALEXANDRIA, VA

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 201 N Union St Ste 240, Alexandria, VA 22314

CRD#: 17499

ALEXANDRIA, VA

Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

February 17, 2009 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

RIA

CRD#: 6255

ALEXANDRIA, VA

Past

February 13, 2009 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

ALEXANDRIA, VA

Past

September 30, 2002 - March 4, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WASHINGTON, DC

Past

September 27, 2002 - March 4, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WASHINGTON, DC

Past

January 13, 2001 - October 10, 2002

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

October 5, 1998 - October 10, 2002

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

WASHINGTON, DC

Past

September 1, 1997 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

January 15, 1996 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

March 25, 1981 - December 12, 1983

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

March 16, 1981 - January 24, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

January 19, 1980 - April 16, 1981

A. G. EDWARDS & SONS, INC.

CRD#: 4

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".

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.

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

Arizona
(11/7/2024)

Arkansas
(11/7/2024)

California
(2/17/2021)

Colorado
(11/7/2024)

Delaware
(2/17/2021)

District of Columbia
(2/17/2021)

Florida
(2/17/2021)

Georgia
(11/7/2024)

Illinois
(2/17/2021)

Maine
(2/17/2021)

Maryland
(2/17/2021)

Massachusetts
(2/17/2021)

Michigan
(2/17/2021)

Missouri
(2/17/2021)

New Jersey
(2/17/2021)

New York
(2/17/2021)

North Carolina
(2/17/2021)

Ohio
(2/17/2021)

Oregon
(11/7/2024)

Pennsylvania
(3/20/2023)

Texas
(2/17/2021)

IAR

Texas
(4/13/2021)

Virginia
(2/17/2021)

IAR

Virginia
(2/17/2021)

Washington
(11/7/2024)

West Virginia
(2/17/2021)

Wisconsin
(11/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/7/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/15/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/1980

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Luther K. Wiles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luther Kirkpatrick Wiles's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/1993

Series 63

Date: 2/15/1980

SIE

Date: 10/1/2018

Series 7

Date: 1/19/1980

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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