Lorenzo
West

Truist Advisory Services, Inc

CRD#5494333
Investment Advisor
in Atlanta, GA

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About this Advisor

Lorenzo West is a financial advisor working out of Atlanta, Georgia, who has 12 years of financial industry experience. West is an advisor for Truist Advisory Services, Inc. Their career trajectory has included roles at Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services, Inc. West holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Georgia. Truist Advisory Services, Inc is an advisory business based in Atlanta, Georgia. The firm has offices in 3,415 locations and a total of 2,725 people on staff. It oversees $62 billion in total assets among its 126,886 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 83 charitable organizations. Of its 126,886 accounts, just 14% belong to high-net-worth individuals who have at least $1 million in investable assets. Truist Advisory Services, Inc has a broad range of services, such as 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. Fees charged by financial advisors largely are based on the financial services offered. Fees charged by Truist Advisory Services, Inc can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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, Fixed Fees

Disclosures

Yes

Office Location

303 Peachtree Center Avenue, Truist Garden Offices Suite 140
Atlanta, GA 30303

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,581,322,510

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

2,725

GA Average: 58
Total Number of Accounts

126,886

GA Average: 1,608
Average Account Size

$485,328

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

Lorenzo West Work History

Lorenzo has 12 years of experience.

2016 - Present (7 years)

Suntrust Advisory Services, Inc

2013 - Present (10 years)

Suntrust Investment Services, Inc

2011 - 2013 (2 years)

Suntrust Investment Services, Inc

2010 - 2013 (3 years)

Suntrust Bank

Disclosures

Lorenzo West has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Truist Advisory Services, Inc

Tiffany Nessmith
Savannah, GA
Dana Baker
Glen Allen, VA
Hunter Mills
Memphis, TN
Jack Bell
Atlanta, GA
William Taylor
Charlottesville, VA
Ashley Davis
Richmond, VA
Roger Skeen
Midlothian, VA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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