James
Conrod
Truist Advisory Services, Inc
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About this Advisor
James Conrod is a certified financial planner who works out of Alpharetta, Georgia with a total of 2 years of relevant experience. Conrod is currently employed by Truist Advisory Services, Inc. During their career, Conrod has held roles at Fidelity Brokerage Services, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Bb&T Securities, Truist Investment Services, Inc and Truist Advisory Services, Inc. Conrod maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Truist Advisory Services, Inc is a registered investment company that has its headquarters in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 people on staff. It oversees $53 billion in assets under management across 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 client accounts, just 12% are associated with high-net-worth clients who have greater than $1 million in assets. Truist Advisory Services, Inc provides a broad array 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 are based on which services the firm provides the client. Fees charged by Truist Advisory Services, Inc can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
James Conrod Work History
James has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities
Fidelity Brokerage Services, LLC
Charles Schwab Bank
Charles Schwab & Co., 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 James Conrod 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
Charlotte, NC
Atlanta, GA
Richmond, VA
Myrtle Beach, SC
Atlanta, GA
Richmond, VA
Chevy Chase, MD
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.
