Belinda
Butler
Truist Advisory Services, Inc
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About this Advisor
Belinda Butler is a certified financial planner who works out of Greenville, North Carolina with a total of 2 years of industry experience. Butler is on the advisory team at Truist Advisory Services, Inc. During their career, the advisor has held roles at Wells Fargo Advisors LLC, St. Timothy'S Episcopal Church, First Baptist Church, Truist Investment Services, Inc, Truist Advisory Services, Inc, Bb&T Securities, Raymond James Financial Servivces, Inc, Raymond James Financial Services Advisors Inc and Capital Developers, LLC D/B/A Milestone Wealth. Butler has Series 66 and Series 63 licenses, certifying them as a securities broker, and is registered to serve investors in North Carolina. Truist Advisory Services, Inc is an advisory company that has its headquarters in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 financial advisors. It oversees $53 billion in assets under management across its 125,600 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 client accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm provides a wide range 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 fee schedules typically vary depending on which service is provided. However, fees billed by Truist Advisory Services, Inc likely are comprised of any combination 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
Belinda Butler Work History
Belinda has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities
First Baptist Church
Capital Developers, LLC D/B/A Milestone Wealth
St. Timothy'S Episcopal Church
Raymond James Financial Servivces, Inc
Raymond James Financial Services Advisors Inc
Capital Developers, LLC D/B/A Milestone Wealth
Wells Fargo Advisors LLC
First Baptist Church
*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 Belinda Butler 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
Wilmington, NC
Fort Lauderdale, FL
Altamonte Springs, FL
Richmond, VA
Pompano Beach, FL
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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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.