Samson
Gris
Truist Advisory Services, Inc
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About this Advisor
Samson Gris is a financial advisor based in Atlanta, Georgia, working with Truist Advisory Services, Inc. Samson has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Minnesota Life Ins Co, Securian Financial Services, Inc, Gv Financial Advisors, Inc, Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Edward Jones, Suntrust Investment Services Inc, Suntrust Bank, Truist Advisory Services Inc, and Truist Investment Services Inc. Samson has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Samson is part of Truist Advisory Services, Inc, which operates out of Atlanta, Georgia. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
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
Samson Gris Work History
Truist Advisory Services Inc
Truist Investment Services Inc
Edward Jones
Suntrust Investment Services Inc
Suntrust Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fidelity Brokerage Services LLC
Minnesota Life Ins Co
Securian Financial Services, Inc
Gv Financial Advisors, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank
Disclosures
Please visit the SEC profile of Samson Gris 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
Charlotte, NC
Fort Lauderdale, FL
Greenville, SC
Key Biscayne, FL
Atlanta, GA
Winston Salem, NC
Sterling, VA
Memphis, TN
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