Halle B. Ginter
Professional summary
Halle Breece Cortlinn Ginter is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Columbus, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Columbus, Georgia.
Halle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Halle has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Halle Breece Cortlinn Ginter's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 15, 2025 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1246 1st Ave Fl 5, Columbus, GA 31901August 13, 2025 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1246 1st Ave Fl 5, Columbus, GA 31901September 23, 2024 - September 23, 2025
FIRST COMMAND ADVISORY SERVICES
May 23, 2024 - September 23, 2025
FIRST COMMAND BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 6TO
Date: 5/22/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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
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 ADVISORY SERVICES, INC.
CRD#: 283390Columbus, GA 31901TRUST BUT VERIFY
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