Robin
Thomas
Truist Advisory Services, Inc
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About this Advisor
Robin Thomas is a financial advisor working in Columbia, Maryland, with a total of 3 years of relevant experience. Thomas is currently employed by Truist Advisory Services, Inc. Over the course of their career, Thomas has held roles at Glass Jacobson, Triad Advisors, Inc, Bb&T Bank, Bb&T Investment Services, Inc, Bb&T Securities, LLC, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc and Truist Investment Services, Inc. Thomas maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Maryland and Pennsylvania. Truist Advisory Services, Inc is a registered investment business based out of Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 people on staff. It oversees $53 billion in assets under management across its 125,600 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 85 charitable organizations. Of its 125,600 customer accounts, just 12% are held by high-net-worth clients who have greater than $1 million in investable assets. Truist Advisory Services, Inc offers a wide range of services, including 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 fees are based on which services are offered. Fee types billed by Truist Advisory Services, Inc may 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
$53,169,938,577
2,842
125,600
$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
Robin Thomas Work History
Robin has been registered as a financial advisor for 3 years.*
Truist Investment Services, Inc
Suntrust Investment Services, Inc
Suntrust Advisory Services, Inc
Bb&T Securities, LLC
Bb&T Bank
Bb&T Investment Services, Inc
Glass Jacobson
Triad Advisors, 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 Robin Thomas 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
Richmond, VA
Atlanta, GA
Houston, TX
Myrtle Beach, SC
Williamsburg, VA
Richmond, VA
Chevy Chase, MD
Merritt Island, FL
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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