Randall
Carbone

Truist Advisory Services, Inc

CRD#862150
Investment Advisor
in Washington, DC

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About this Advisor

Randall Carbone is a financial advisor who works out of Washington, District Of Columbia with a total of 7 years of industry experience. Carbone is currently employed by Truist Advisory Services, Inc. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Suntrust Investment Services, Inc, Suntrust Advisory Services, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Carbone maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in District Of Columbia. Truist Advisory Services, Inc is a financial advisory firm based in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 advisors. It has $53 billion in total assets among its 125,600 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 125,600 customer accounts, just 12% belong to high-net-worth individuals who have at least $1 million in investable assets. The business performs a number of services, such as 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. A financial advisor's fee schedules usually are based on the services offered. Fees billed by Truist Advisory Services, Inc can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1445 New York Avenue, Nw 4Th Floor - Stis Wealth
Washington, DC 20005

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

DC Average: $3,570,121,308
Total Number of Employees

2,842

DC Average: 58
Total Number of Accounts

125,600

DC Average: 1,608
Average Account Size

$423,328

DC Average: $2,220,225

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

Randall Carbone Work History

Randall has been registered as a financial advisor for 7 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2019 - 2021 (2 years)

Bb&T Securities, LLC

2016 - 2021 (5 years)

Suntrust Advisory Services

2014 - 2021 (7 years)

Suntrust Investment Services, Inc

2011 - 2014 (3 years)

Waddell & Reed, Inc

2011 - 2014 (3 years)

Various Insurance Carriers For W & R Insurance Agencies

*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 Randall Carbone 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

Megan Childress
Richmond, VA
Timothy Mann
Charlotte, NC
Pedro Paulo Lourenco
Houston, TX
Michael Nagy
Altamonte Springs, FL
Bridget Doane
Williamsburg, VA
Susan Seitter
Richmond, VA
Staci Goins
Myrtle Beach, SC
Kathryn Miller
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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