William
Peck

Truist Advisory Services, Inc

CRD#5280085
Investment Advisor
in Orlando, FL

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About this Advisor

William Peck is a financial advisor operating in Orlando, Florida, with a total of 1 year of relevant experience. Peck is on the advisory team at Truist Advisory Services, Inc. Over the course of their career, they have held roles at Suntrust Bank, Suntrust Investment Services, Inc, Suntrust Advisory Services, Regions Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Truist Advisory Services Inc and Truist Investment Services Inc. Peck has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Truist Advisory Services, Inc is an advisory company that has its headquarters in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 financial advisors. It has $53 billion in assets under management between its 125,600 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 125,600 customer 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, 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 management usually are based on which services the firm provides the client. Fee types billed by Truist Advisory Services, Inc likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

8851 Conroy-Windermere Road
Orlando, FL 32835

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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

William Peck Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Truist Advisory Services Inc

2022 - Present (2 years)

Truist Investment Services Inc

2019 - 2019 (< 1 year)

Regions Bank

2019 - 2019 (< 1 year)

Cetera Investment Services LLC

2019 - 2022 (3 years)

Cetera Investment Advisers LLC

2016 - 2019 (3 years)

Suntrust Advisory Services

2012 - 2019 (7 years)

Suntrust Bank

2012 - 2019 (7 years)

Suntrust Investment Services, 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 William Peck 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

Megan Childress
Richmond, VA
Timothy Mann
Charlotte, NC
Michael Nagy
Altamonte Springs, FL
Staci Goins
Myrtle Beach, SC
Bridget Doane
Williamsburg, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
Merritt Island, FL

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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