Patrice
Davis
Truist Advisory Services, Inc
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About this Advisor
Patrice Davis is a financial advisor based in Odessa, Florida, working with Truist Advisory Services, Inc. Patrice has previously held positions at Suntrust Investment Services, Suntrust Investment Services, Inc, and Suntrust Advisory Services. Patrice has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Patrice is part of Truist Advisory Services, Inc, which operates out of Odessa, 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
Patrice Davis Work History
Suntrust Advisory Services
Suntrust Investment Services,Inc
Suntrust Investment Services
Disclosures
Please visit the SEC profile of Patrice Davis 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
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