Patrice
Davis

Truist Advisory Services, Inc

CRD#4256859
Investment Advisor
in Odessa, FL

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About this Advisor

Patrice Davis is a financial advisor working in Odessa, Florida who has 7 years of relevant experience. Davis is currently employed by Truist Advisory Services, Inc. Throughout their career, Davis has worked at Suntrust Investment Services, Suntrust Investment Services, Inc and Suntrust Advisory Services. Davis maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to serve investors in Florida. Truist Advisory Services, Inc is a registered investment company operating out of Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 advisors. It has $53 billion in total assets between its 125,600 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 125,600 customer accounts, just 12% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a broad 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 for financial management typically vary depending on which services are provided. However, fee types charged by Truist Advisory Services, Inc can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

16116 State Road 54 Ia Suite 1
Odessa, FL 33556

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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

Patrice Davis Work History

Patrice has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Suntrust Advisory Services

2015 - Present (9 years)

Suntrust Investment Services,Inc

2005 - 2015 (10 years)

Suntrust Investment Services

*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 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

Bridget Doane
Williamsburg, VA
Matthew Speed
Atlanta, GA
Kathryn Miller
Merritt Island, FL
Pedro Paulo Lourenco
Houston, TX
Samson Orina
Atlanta, GA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Staci Goins
Myrtle Beach, SC

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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