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AB

Alexander S. Barnett

TRUIST INVESTMENT SERVICES
Lincolnton, NC 28092
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CRD#: 7544839
AB

Professional summary


Alexander Sean Barnett is a registered financial professional currently at TRUIST INVESTMENT SERVICES, INC. located in Lincolnton, North Carolina.

Alexander is registered as a RR (Registered Representative) and started their career in finance in 2025. Alexander has worked at 1 firm and has passed the Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Alexander Sean Barnett'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

August 19, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 813 E Main St, Lincolnton, NC 28092
BD
CRD#: 17499
Lincolnton, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7TO
Date: 8/19/2025
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm


TI
TRUIST INVESTMENT SERVICES, INC.
ALEXANDER KEY | TRUIST INVESTMENT SERVICES, INC. | SUNTRUST SECURITIES, INC. | SUNTRUST SECURITIES INC | SUNTRUST INVESTMENT SERVICES, INC. | SUNTRUST BROKERAGE SERVICES, INC.

CRD#: 17499 / SEC#: 801-56443, 8-35355

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
303 Peachtree Street Suntrust Garden Offices Suite 140, Atlanta, GA 30303
Mailing Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Phone number
(800) 874-4770
Established
Georgia since 11/27/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

STIS AND THIRD PARTY MANAGED PROGRAMS FIRM WRAP BROCHURE (10/12/2016)

Direct owners and executive officers


NamePositionCRD#
TRUIST FINANCIAL CORPORATIONHOLDING COMPANY
CALLENDER, EVELYN MICHELLETREASURER AND CHIEF FINANCIAL OFFICER7591739
CENTENO, PATRICIA REEDDEPUTY CHIEF COMPLIANCE OFFICER2239528
COBBS, JENI RACHELCOMPLIANCE OFFICER4354424
CRAM, BRYAN SCOTTVICE CHAIRMAN/EXECUTIVE VICE PRESIDENT2723431
DOWHOWER, BRIAN SEANCHAIRMAN/PRESIDENT/CHIEF EXECUTIVE OFFICER4202574
DUNN, JEFFREY TODDDIRECTOR/EXECUTIVE VICE PRESIDENT4228631
HECHTLINGER, SUSANDIRECTOR/CHIEF COMPLIANCE OFFICER/SENIOR VICE PRESIDENT2890466
MAVICO, CECILIA BAUTESENIOR VICE CHAIRMAN/CHIEF OPERATING OFFICER/CORPORATE SECRETARY3261303
NORMAN, ANNMARIE CARROLLCOMPLIANCE OFFICER2993726
TYSON, TONYACHIEF OPERATIONS OFFICER/SENIOR VICE PRESIDENT/ASSISTANT CORPORATE SECRETARY1987448
WEHINGER, LEAH ROWEDIRECTOR/EXECUTIVE VICE PRESIDENT1719505

Disclosures


Regulatory Event13
Arbitration14
Bond2

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.

Company Information


TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499Lincolnton, NC 28092

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