Arthur
Goins

Suntrust Advisory Services, Inc

CRD#5151016
Investment Advisor
in Charlotte, NC
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About this Advisor

Arthur Goins is a certified financial planner working in Charlotte, North Carolina, who has been in the industry for 12 years. Goins is currently employed by Suntrust Advisory Services, Inc. Throughout their career, they have worked at Suntrust Advisory Services, Suntrust Bank, Suntrust Bank, Inc and Suntrust Investment Services, Inc. Goins holds a Series 63 license, qualifying them as a securities representative, and can operate in North Carolina. Suntrust Advisory Services, Inc is an advisory business that has its headquarters in Charlotte, North Carolina. It has offices in 1,572 locations and a total of 1,539 financial advisors. It handles $19 billion in total assets between its 41,105 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 54 charities and foundations. Of its 41,105 customer accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets. Suntrust Advisory Services, Inc provides a broad set of services, such as 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 typically depend on which service is offered. Fees billed by Suntrust Advisory Services, Inc likely include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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

Disclosures

No

Office Location

4777 Sharon Road 2Nd Floor - Stis Wealth
Charlotte, NC 28210

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$19,036,272,153

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

1,539

NC Average: 58
Total Number of Accounts

41,105

NC Average: 1,608
Average Account Size

$463,113

NC 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

Arthur Goins Work History

Arthur has 12 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2016 - Present (3 years)

Suntrust Bank

2016 - Present (3 years)

Suntrust Investment Services, Inc

2006 - 2016 (10 years)

Suntrust Bank, Inc

2006 - 2016 (10 years)

Suntrust Investment Services, Inc

Disclosures

Arthur Goins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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