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FIRM PROFILE
Overview
TRUIST INVESTMENT SERVICES, INC. is located at 303 Peachtree Street Suntrust Garden Offices Suite 140, Atlanta, GA 30303 and was first established at Atlanta, Georgia in 11/27/1985. After operating for 40 years, TRUIST INVESTMENT SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TRUIST INVESTMENT SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. TRUIST INVESTMENT SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TRUIST INVESTMENT SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 29 disclosures, 13 being regulatory events, 2 being client events, and 14 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TRUIST INVESTMENT SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TRUIST INVESTMENT SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for TRUIST INVESTMENT SERVICES, INC. Comes From
Understanding the Statistics for TRUIST INVESTMENT SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
303 Peachtree Street Suntrust Garden Offices Suite 140, Atlanta, GA 30303
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Large
(800) 874-4770
Georgia since 11/27/1985
Corporation
December
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| TRUIST FINANCIAL CORPORATION | HOLDING COMPANY | ||
| CALLENDER, EVELYN MICHELLE | TREASURER AND CHIEF FINANCIAL OFFICER | 7591739 | |
| CENTENO, PATRICIA REED | DEPUTY CHIEF COMPLIANCE OFFICER | 2239528 | |
| COBBS, JENI RACHEL | COMPLIANCE OFFICER | 4354424 | |
| CRAM, BRYAN SCOTT | VICE CHAIRMAN/EXECUTIVE VICE PRESIDENT | 2723431 | |
| DOWHOWER, BRIAN SEAN | CHAIRMAN/PRESIDENT/CHIEF EXECUTIVE OFFICER | 4202574 | |
| DUNN, JEFFREY TODD | DIRECTOR/EXECUTIVE VICE PRESIDENT | 4228631 | |
| HECHTLINGER, SUSAN | DIRECTOR/CHIEF COMPLIANCE OFFICER/SENIOR VICE PRESIDENT | 2890466 | |
| MAVICO, CECILIA BAUTE | SENIOR VICE CHAIRMAN/CHIEF OPERATING OFFICER/CORPORATE SECRETARY | 3261303 | |
| NORMAN, ANNMARIE CARROLL | COMPLIANCE OFFICER | 2993726 | |
| TYSON, TONYA | CHIEF OPERATIONS OFFICER/SENIOR VICE PRESIDENT/ASSISTANT CORPORATE SECRETARY | 1987448 | |
| WEHINGER, LEAH ROWE | DIRECTOR/EXECUTIVE VICE PRESIDENT | 1719505 |
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Advisor's working at TRUIST INVESTMENT SERVICES, INC.
Alexander Navarro
Daniel Lawrence Sullivan
Michelle Lynn Meeks
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