Brenda
Atkinson

Suntrust Advisory Services, Inc

CRD#5863275
Investment Advisor
in Atlanta, GA
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About this Advisor

Brenda Atkinson is a certified financial planner working in Atlanta, Georgia, who has been in the advisory business for 11 years. Atkinson works at Suntrust Advisory Services, Inc. Their career trajectory has included roles at Kennesaw State University, E*Trade Securities LLC, Bank Of America, H&R Block, Suntrust Investment Services Inc and Suntrust Advisory Services. Atkinson has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to advise clients in Georgia. Suntrust Advisory Services, Inc is a business headquartered in Atlanta, Georgia. The firm has offices in 1,572 locations and a total of 1,539 financial advisors. It manages $19 billion in total assets across its 41,105 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 54 charitable organizations. Of its 41,105 client accounts, 15% are held by high-net-worth clients who have more than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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 service is offered. However, fees billed by Suntrust Advisory Services, Inc most likely consist of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

303 Peachtree Center Ave - Cic Suite 140
Atlanta, GA 30303

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

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

1,571

GA Average: 58
Total Number of Accounts

47,014

GA Average: 1,608
Average Account Size

$434,045

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Brenda Atkinson Work History

Brenda has 11 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2014 - Present (5 years)

Suntrust Investment Services Inc

2010 - 2014 (4 years)

E*Trade Securities LLC

2009 - 2010 (1 year)

Bank Of America

2008 - 2009 (1 year)

H&R Block

2007 - 2009 (2 years)

Kennesaw State University

Disclosures

Brenda Atkinson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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