Susan
Imel

Truist Advisory Services, Inc

CRD#4959458
Investment Advisor
in Charlotte, NC

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About this Advisor

Susan Imel is a financial advisor working out of Charlotte, North Carolina with 4 years of relevant experience. Imel works at Truist Advisory Services, Inc. Throughout their career, Imel has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Bb&T Securities, LLC, Truist Advisory Services, Inc and Truist Investment Services, Inc. Imel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Truist Advisory Services, Inc is an advisory company headquartered in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 advisors. It has $53 billion in assets under management among its 125,600 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 85 charities and foundations. Of its 125,600 customer accounts, just 12% belong to high-net-worth individuals who have at least $1 million in investable assets. Truist Advisory Services, Inc offers a number 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 charged by financial advisors vary depending on the financial services offered. Fees billed by Truist Advisory Services, Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

214 N Tryon St Fl 32
Charlotte, NC 28202

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

NC Average: $3,570,121,308
Total Number of Employees

2,842

NC Average: 58
Total Number of Accounts

125,600

NC Average: 1,608
Average Account Size

$423,328

NC 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

Susan Imel Work History

Susan has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Truist Advisory Services, Inc

2021 - Present (3 years)

Truist Investment Services, Inc

2019 - 2021 (2 years)

Suntrust Investment Services, Inc

2019 - 2021 (2 years)

Suntrust Advisory Services, Inc

2019 - 2021 (2 years)

Bb&T Securities, LLC

2008 - 2019 (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Susan Imel 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

Matti Gordon
Cumming, GA
Tabitha Concepcion
Durham, NC
Samson Orina
Atlanta, GA
Matthew Speed
Atlanta, GA
Matthew Johnson
Raleigh, NC
Susan Seitter
Richmond, VA
Pedro Paulo Lourenco
Houston, TX
Timothy Mann
Charlotte, NC

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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