Cory
Kent

Truist Advisory Services, Inc

CRD#7091835
Investment Advisor
in Orlando, FL

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About this Advisor

Cory Kent is a financial advisor who works out of Orlando, Florida with a total of 3 years of relevant experience. Kent is on the advisory team at Truist Advisory Services, Inc. Their career trajectory has included roles at Suntrust Investment Services, Inc, Suntrust Bank, Fifth Third Bank and Suntrust Advisory Services, Inc. Kent holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Truist Advisory Services, Inc is an advisory company that has its headquarters in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 advisors. It has $53 billion in assets between its 125,600 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 85 charitable organizations. Of its 125,600 client accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in assets. Truist Advisory Services, Inc offers a wide set 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 services the firm provides the client. However, fees billed by Truist Advisory Services, Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

1999 S Alafaya Trail
Orlando, FL 32828

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL 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

Cory Kent Work History

Cory has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Suntrust Advisory Services, Inc

2019 - Present (5 years)

Suntrust Investment Services, Inc

2019 - Present (5 years)

Suntrust Bank

2009 - 2019 (10 years)

Fifth Third Bank

*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 Cory Kent 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

Bridget Doane
Williamsburg, VA
Matthew Johnson
Raleigh, NC
Michael Nagy
Altamonte Springs, FL
Megan Childress
Richmond, VA
Samson Orina
Atlanta, GA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Pedro Paulo Lourenco
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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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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