Hannah
Smith
Truist Advisory Services, Inc
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About this Advisor
Hannah Smith is a financial advisor who works in Charlotte, North Carolina who has 2 years of relevant experience. Smith is an employee of Truist Advisory Services, Inc. Throughout their career, they have worked at University Of South Carolina, Robinson & Stith Insurance, Beneficial Investments, Truist Invesment Services, Inc, H. J. Macdonald Middle School, New Bern High School, Truist Advisory Services, Inc and Truist Investment Services, Inc. Smith maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Truist Advisory Services, Inc is a registered investment business based in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 financial advisors. It oversees $53 billion in total assets between its 125,600 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 85 charitable organizations. Of its 125,600 client accounts, just 12% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a number 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 for financial advisory services vary depending on which services the firm provides the client. Fees charged by Truist Advisory Services, Inc may include 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
Hannah Smith Work History
Hannah has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Truist Invesment Services, Inc
Robinson & Stith Insurance
Beneficial Investments
University Of South Carolina
New Bern High School
H. J. Macdonald Middle School
*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 Hannah Smith 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
Atlanta, GA
Durham, NC
Williamsburg, VA
Myrtle Beach, SC
Cumming, GA
Richmond, VA
Chevy Chase, MD
Houston, TX
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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