Kristen
Plowman
Truist Advisory Services, Inc
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About this Advisor
Kristen Plowman is a financial advisor who works in Tucker, Georgia with a total of 7 years of relevant experience. Plowman is on the advisory team at Truist Advisory Services, Inc. Throughout their career, they have worked at Suntrust Investment Services, Inc and Suntrust Advisory Services. Plowman has Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Georgia, Louisiana and Texas. Truist Advisory Services, Inc is a business operating out of Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 employees. It handles $53 billion in assets between its 125,600 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 85 charities and foundations. Of its 125,600 client accounts, just 12% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a broad set 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees billed by Truist Advisory Services, Inc likely include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$53,169,938,577
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,842
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
125,600
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$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
Kristen Plowman Work History
Kristen has been registered as a financial advisor for 7 years.*
Suntrust Advisory Services
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 Kristen Plowman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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