David
Salazar
Truist Advisory Services, Inc
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About this Advisor
David Salazar is a financial advisor based in Winter Park, Florida, working with Truist Advisory Services, Inc. David has previously held positions at Talk Of The Town Restaurant Group, Corona Cigar Company, Universal Orlando, Chipotle Mexican Grill, Keyes Lexus, Family And Consumer Science Department Csun, Olive Garden, Regency Theatres, Francis Polypechnic High School, Charles Schwab & Co., Inc, Truist Investment Services, Inc, and Truist Advisory Services, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, David is part of Truist Advisory Services, Inc, which operates out of Winter Park, Florida. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
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
David Salazar Work History
Truist Investment Services, Inc
Truist Advisory Services, Inc
Charles Schwab & Co., Inc
Talk Of The Town Restaurant Group
Corona Cigar Company
Universal Orlando
Chipotle Mexican Grill
Keyes Lexus
Family And Consumer Science Department Csun
Olive Garden
Regency Theatres
Francis Polypechnic High School
Disclosures
Please visit the SEC profile of David Salazar 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
Nashville, TN
Greenville, SC
Key Biscayne, FL
Atlanta, GA
Winston Salem, NC
Sterling, VA
Memphis, TN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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