Shampa
Bera
Truist Advisory Services, Inc
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About this Advisor
Shampa Bera is a financial advisor working in Bethesda, Maryland with a total of 7 years of relevant experience. Bera works at Truist Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Securities and Suntrust Advisory Services. Bera holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Maryland. Truist Advisory Services, Inc is a firm based out of Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 employees. It manages $53 billion in assets across its 125,600 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 85 charitable organizations. Of its 125,600 accounts, just 12% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides a broad set 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 fee schedules depend on the financial services offered. Fees billed by Truist Advisory Services, Inc can be comprised of 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
Shampa Bera Work History
Shampa has been registered as a financial advisor for 7 years.*
Suntrust Advisory Services
Suntrust Securities
*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 Shampa Bera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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