Yolanda
Chance

Truist Advisory Services, Inc

CRD#3129173
Investment Advisor
in Ocala, FL

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About this Advisor

Yolanda Chance is a financial advisor based out of Ocala, Florida who has 7 years of industry experience. Chance works at Truist Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Investment Services, Inc and Suntrust Advisory Services. Chance holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Truist Advisory Services, Inc is an advisory business that has its headquarters in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 financial advisors. It manages $53 billion in assets under management among its 125,600 client accounts, placing it among the largest investment advisory firms in the United States 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 more than $1 million in investable assets. 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. A financial advisor's fees usually vary depending on which services the firm provides the client. Fees charged by Truist Advisory Services, Inc may include any combination of asset-based and fixed fees.

Certifications and Registrations

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

9290 Sw State Road 200
Ocala, FL 34476

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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

Yolanda Chance Work History

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

2016 - Present (8 years)

Suntrust Advisory Services

2012 - Present (12 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 Yolanda Chance 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

Matthew Speed
Atlanta, GA
Tabitha Concepcion
Durham, NC
Pedro Paulo Lourenco
Houston, TX
Samson Orina
Atlanta, GA
Matti Gordon
Cumming, GA
Susan Seitter
Richmond, VA
Staci Goins
Myrtle Beach, SC
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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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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