Steven
Espinosa
Truist Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Steven Espinosa is a financial advisor operating out of Miami, Florida. Espinosa is an advisor for Truist Advisory Services, Inc. Espinosa has gained experience at Truist Investment Services, Inc, Truist Bank, Kiwanis Club Of Little Havana, Sunshine Communications Services, Leaderhip Learning Center, Insurance Corner, Sms International Shore Operations, Miami Senior High and Southdade Junior High School. Espinosa maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Truist Advisory Services, Inc is a financial advisory business that has its headquarters in Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 financial advisors. It handles $53 billion in total assets among its 125,600 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 accounts, just 12% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a broad assortment 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. Fees for financial advice usually are based on the type of financial services. However, fees charged by Truist Advisory Services, Inc can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Steven Espinosa Work History
Steven has been registered as a financial advisor for 0 years.*
Truist Investment Services, Inc
Truist Bank
Truist Bank
Truist Bank
Kiwanis Club Of Little Havana
Sunshine Communications Services
Leaderhip Learning Center
Insurance Corner
Sms International Shore Operations
Miami Senior High
Southdade Junior High School
*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 Steven Espinosa 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
Charlotte, NC
Houston, TX
Altamonte Springs, FL
Williamsburg, VA
Richmond, VA
Chevy Chase, MD
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
