Anne
Lamb
Truist Advisory Services, Inc
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About this Advisor
Anne Lamb is a certified financial planner operating in Washington, District Of Columbia with 1 year of industry experience. Lamb is currently employed by Truist Advisory Services, Inc. Over the course of their career, Lamb has held roles at Bb&T Bank, Bbtis, Suntrust Investment Services, Inc, Suntrust Bank, Truist Investment Services, Inc, Truist Advisory Services, Inc, Suntrust Advisory Services, Inc, Bb&T Investments and Bb&T Securities, LLC. Lamb maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in District Of Columbia. Truist Advisory Services, Inc is a registered investment firm headquartered in Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 financial advisors. It handles $53 billion in assets under management across its 125,600 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 85 charities and foundations. Of its 125,600 accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial advisory services vary depending on the type of services. However, fees billed by Truist Advisory Services, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Anne Lamb Work History
Anne has been registered as a financial advisor for 1 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Suntrust Advisory Services, Inc
Suntrust Investment Services, Inc
Suntrust Bank
Bb&T Bank
Bb&T Securities, LLC
Bbtis
Bb&T Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anne Lamb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Charlotte, NC
Durham, NC
Richmond, VA
Williamsburg, VA
Atlanta, GA
Richmond, VA
Chevy Chase, MD
Merritt Island, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
