Christina
Richardson

Truist Advisory Services, Inc

CRD#4154128
Investment Advisor
in Atlanta, GA

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About this Advisor

Christina Richardson is a financial advisor working out of Atlanta, Georgia with 7 years of industry experience. Richardson is an advisor for Truist Advisory Services, Inc. Their career trajectory has included roles at Suntrust Investment Services, Inc, Suntrust Banks, Inc, Suntrust Securities, Inc and Suntrust Advisory Services. Richardson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Truist Advisory Services, Inc is a firm that has its headquarters in Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 employees. It oversees $53 billion in total assets between its 125,600 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 85 charities and foundations. Of its 125,600 accounts, just 12% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company has 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 advice typically depend on the type of financial services provided. Fee types billed by Truist Advisory Services, Inc can consist 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

303 Peachtree Center Ave Suite 140
Atlanta, GA 30303

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

GA Average: 58
Total Number of Accounts

125,600

GA Average: 1,608
Average Account Size

$423,328

GA 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

Christina Richardson Work History

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

2016 - Present (8 years)

Suntrust Advisory Services

2013 - Present (11 years)

Suntrust Investment Services, Inc

2004 - Present (20 years)

Suntrust Banks, Inc

2005 - 2013 (8 years)

Suntrust Securities, 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 Christina Richardson 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
Samson Orina
Atlanta, GA
Pedro Paulo Lourenco
Houston, TX
Michael Nagy
Altamonte Springs, FL
Timothy Mann
Charlotte, NC
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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