Truist Investment Services, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 17499
- Registered since
- February 7, 1986
- Website
- www.truist.com
Firm profile
FINTRXOverview
Truist Investment Services, Inc. is organized as a corporation and is classified in the snapshot data as an independent broker-dealer. The firm has been SEC-registered since 1986. The recorded owner type is a domestic entity/individual. The profile indicates the company is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, related adviser, or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Yvonne Pridemore
Chief Administrative OfficerCRD 4281100
Evelyn Callender
CFOCRD 7591739
Cecilia Mavico
Chief Operating OfficerCRD 3261303
Contacts
3 of 2036
Gordon Kellam
Managing Director, Financial AdvisorCRD 4427173
Brittany Cobb
Private Banking AdvisorCRD 6788667
William Lupi
Premier BankerCRD 4564555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 303 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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