Truist Investment Services, Inc.

Overview

Truist Investment Services, Inc. is registered as a corporation and is classified in FINTRX as an independent broker‑dealer. The record shows SEC registration dating to 1986 and lists ownership as a combination of a domestic entity and individual stakeholders. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi‑state adviser, newly formed adviser, pension consultant, or related adviser in the available snapshot. FINTRX does not provide detailed entries for the firm's fee model, specific advisory activities, or client segmentation, so publicly available profile elements for service offerings and target client types are not listed in this dataset.

Assets & Accounts

Location & Offices