Carl
Perron
Truist Advisory Services, Inc
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About this Advisor
Carl Perron is a financial advisor based in Tampa, Florida with a total of 3 years of relevant experience. Perron currently works for Truist Advisory Services, Inc. Throughout their career, Perron has worked at Transamerica Financial Advisors, Inc, Morgan Stanley, Signator Investors, Inc, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Suntrust Investment Services, Inc and Suntrust Advisory Services, Inc. Perron holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Florida. Truist Advisory Services, Inc is a firm based in Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 financial advisors. It manages $53 billion in assets among its 125,600 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 85 charitable organizations. Of its 125,600 client accounts, just 12% are held by high-net-worth clients who have greater than $1 million in investable assets. The business offers a number 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 charged by financial advisors typically are based on which services the firm provides the client. 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
Carl Perron Work History
Carl has been registered as a financial advisor for 3 years.*
Suntrust Investment Services,Inc
Suntrust Advisory Services, Inc
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Morgan Stanley
*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 Carl Perron 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
Knoxville, TN
Richmond, VA
Williamsburg, VA
Roanoke, VA
Fairfax, VA
Richmond, VA
Chevy Chase, MD
Houston, TX
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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