Aaron
Brown

Truist Advisory Services, Inc

CRD#5210691
Investment Advisor
in Elizabeth City, NC

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About this Advisor

Aaron Brown is a financial advisor working in Elizabeth City, North Carolina who has 2 years of relevant experience. Brown is an employee of Truist Advisory Services, Inc. Over the course of their career, Brown has held roles at Bb&T Investments, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Brown maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Louisiana and North Carolina. Truist Advisory Services, Inc is a financial advisory firm that has its headquarters in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 financial advisors. It administers $53 billion in assets across its 125,600 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 85 charitable organizations. Of its 125,600 accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets. Truist Advisory Services, Inc has a diverse assortment of services, such as 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 largely depend on which services the firm provides the client. Fees billed by Truist Advisory Services, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1000 W Ehringhaus St Fl 1
Elizabeth City, NC 27909

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

NC Average: $3,570,121,308
Total Number of Employees

2,842

NC Average: 58
Total Number of Accounts

125,600

NC Average: 1,608
Average Account Size

$423,328

NC Average: $2,220,225

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

Aaron Brown Work History

Aaron has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2018 - 2021 (3 years)

Bb&T Securities, LLC

2010 - 2018 (8 years)

Bb&T Investments

*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 Aaron Brown 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

Nicole Lawler
Rising Sun, MD
Christine Frazier
Winston Salem, NC
Pedro Paulo Lourenco
Houston, TX
Tabitha Concepcion
Durham, NC
James Beall
Mc Lean, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
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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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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