Virginia
Pascual

Truist Advisory Services, Inc

CRD#3003820
Investment Advisor
in Hollywood, FL

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About this Advisor

Virginia Pascual is a financial advisor based out of Hollywood, Florida with 6 years of industry experience. Pascual is an advisor for Truist Advisory Services, Inc. Their career trajectory has included roles at Hsbc Bank (Usa) N.A, Suntrust Investment Services, Suntrust Bank, Hsbc Bank Usa and Suntrust Advisory Services. Pascual maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Truist Advisory Services, Inc is a registered investment firm based out of Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 financial advisors. It controls $53 billion in assets under management among its 125,600 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 85 charities and foundations. Of its 125,600 accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. 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. A financial advisor's fees largely depend on which service is offered. Fees billed by Truist Advisory Services, Inc most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

5201 Sheridan Street Suite Pb
Hollywood, FL 33021

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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

Virginia Pascual Work History

Virginia has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Suntrust Advisory Services

2013 - Present (11 years)

Suntrust Investment Services

2013 - Present (11 years)

Suntrust Bank

2010 - 2013 (3 years)

Hsbc Bank (Usa) N.A

2010 - 2013 (3 years)

Hsbc Bank Usa

*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 Virginia Pascual 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

Samson Orina
Atlanta, GA
Matti Gordon
Cumming, GA
Bridget Doane
Williamsburg, VA
Timothy Mann
Charlotte, NC
Matthew Speed
Atlanta, GA
Susan Seitter
Richmond, VA
Kathryn Miller
Merritt Island, FL
Megan Childress
Richmond, VA

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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