Louis
Ayala

Truist Advisory Services, Inc

CRD#2650599
Investment Advisor
in Atlanta, GA

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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

Series 63, Series 66

Years of Experience

13 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

5550 Northside Drive Suite Pb
Atlanta, GA 30327

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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

Louis Ayala Work History

Louis has 13 years of experience.

2016 - Present (7 years)

Suntrust Advisory Services

2014 - Present (9 years)

Suntrust Investment Services, Inc

2014 - Present (9 years)

Suntrust Bank

2009 - 2014 (5 years)

Wells Fargo Advisors LLC

Disclosures

Louis Ayala has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Truist Advisory Services, Inc

Hunter Mills
Memphis, TN
James Carroll
Lynchburg, VA
David Dortch
Spring Hill, FL
Roger Skeen
Midlothian, VA
William Taylor
Charlottesville, VA
Ashley Davis
Richmond, VA
James Ahn
Fairfax, 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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