Javier
Dadan
Truist Advisory Services, Inc
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About this Advisor
Javier Dadan is a financial advisor who works out of Palm Beach, Florida with a total of 7 years of relevant experience. Dadan works at Truist Advisory Services, Inc. Over the course of their career, Dadan has held roles at Bankunited, Lpl Financial LLC, Suntrust Investment Services, Inc, Bankunited Investments Services, Suntrust Bank, Suntrust Advisory Services, Inc and Suntrust Advisory Services. Dadan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Truist Advisory Services, Inc is a business operating out of Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 employees. It oversees $53 billion in total assets among its 125,600 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 85 charitable organizations. Of its 125,600 customer accounts, just 12% belong to high-net-worth clients who have greater than $1 million in assets. The firm offers a diverse array 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. Financial advisory fee schedules depend on which services are provided. Fees charged by Truist Advisory Services, Inc likely include some blend 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
Javier Dadan Work History
Javier has been registered as a financial advisor for 7 years.*
Suntrust Bank
Suntrust Investment Services, Inc
Suntrust Advisory Services, Inc
Suntrust Advisory Services
Suntrust Investment Services, Inc
Suntrust Bank
Bankunited
Lpl Financial LLC
Bankunited Investments Services
Bankunited
*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 Javier Dadan 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
Richmond, VA
Atlanta, GA
Houston, TX
Myrtle Beach, SC
Atlanta, GA
Richmond, VA
Chevy Chase, MD
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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