Louis
Ayala
Truist Advisory Services, Inc
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About this Advisor
Louis Ayala is a financial advisor who works out of Atlanta, Georgia, with a total of 13 years of work experience. Ayala currently works for Truist Advisory Services, Inc. Throughout their career, they have worked at Wells Fargo Advisors LLC, Suntrust Investment Services, Inc, Suntrust Bank and Suntrust Advisory Services. Ayala holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in Georgia. Truist Advisory Services, Inc is a registered investment company based out of Atlanta, Georgia. The investment advisory business has offices in 3,415 locations and a total of 2,725 financial advisors. It controls $62 billion in total assets between its 126,886 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 83 charities and foundations. Of its 126,886 accounts, just 14% are associated with high-net-worth clients who have at least $1 million in assets. The firm provides a broad array 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. Financial management fees largely vary depending on which services the firm provides the client. Fee types billed by Truist Advisory Services, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,581,322,510
2,725
126,886
$485,328
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Louis Ayala Work History
Louis has 13 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
Suntrust Bank
Wells Fargo Advisors LLC
Disclosures
Louis Ayala has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Truist Advisory Services, Inc
Memphis, TN
Lynchburg, VA
Spring Hill, FL
Midlothian, VA
Charlottesville, VA
Richmond, VA
Fairfax, VA
Ocala, FL
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.
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