Mark
Dirou

Truist Advisory Services, Inc

CRD#6016587
Investment Advisor
in Sugar Land, TX

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About this Advisor

Mark Dirou is a certified financial planner operating in Sugar Land, Texas, with 1 year of industry experience. Dirou works at Truist Advisory Services, Inc. Over the course of their career, they have held roles at J.P. Morgan Securities LLC, Pnc Investments, Pnc Bank, Amerant Bank, Amerant Investments Inc, Truist Investment Services, Inc, Truist Advisory Services, Inc and Citigroup. Dirou holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Truist Advisory Services, Inc is a financial advisory business based in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 financial advisors. It manages $53 billion in assets under management across its 125,600 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 85 charities and foundations. Of its 125,600 accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers 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. Fees charged by financial advisors largely are based on which service is provided. However, fee types billed by Truist Advisory Services, Inc likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

4880 Sweetwater Boulevard
Sugar Land, TX 77479

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

TX Average: 58
Total Number of Accounts

125,600

TX Average: 1,608
Average Account Size

$423,328

TX 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

Mark Dirou Work History

Mark has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Truist Investment Services, Inc

2022 - Present (2 years)

Truist Advisory Services, Inc

2020 - 2022 (2 years)

Amerant Bank

2020 - 2022 (2 years)

Amerant Investments Inc

2017 - 2020 (3 years)

Citigroup

2014 - 2017 (3 years)

Pnc Investments

2014 - 2017 (3 years)

Pnc Bank

2012 - 2014 (2 years)

J.P. Morgan Securities LLC

*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 Mark Dirou 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

Matthew Johnson
Raleigh, NC
Alex Fontana
Ocala, FL
Samson Orina
Atlanta, GA
Matthew Speed
Atlanta, GA
James Ahn
Fairfax, VA
Susan Seitter
Richmond, VA
Megan Childress
Richmond, VA
Bridget Doane
Williamsburg, VA

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.

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