George
Bowery

Truist Advisory Services, Inc

CRD#6044945
Investment Advisor
in Cornelius, NC

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About this Advisor

George Bowery is a financial advisor who works out of Cornelius, North Carolina, with a total of 7 years of relevant experience. Bowery is an employee of Truist Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Bank, Suntrust Investment Services, Inc, Suntrust Investment Services, Inc and Suntrust Advisory Services. Bowery maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Truist Advisory Services, Inc is an advisory business operating out of Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 advisors. It controls $53 billion in assets among its 125,600 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 85 charities and foundations. Of its 125,600 client accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Truist Advisory Services, Inc has a broad 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. Fees charged by financial advisors largely vary depending on which services are offered. However, fees billed by Truist Advisory Services, Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

19315 W Catawba Ave
Cornelius, NC 28031

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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

George Bowery Work History

George has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Suntrust Advisory Services

2014 - Present (10 years)

Suntrust Investment Services, Inc

2014 - Present (10 years)

Suntrust Bank

2012 - 2014 (2 years)

Suntrust Bank

2012 - 2014 (2 years)

Suntrust Investment Services,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 George Bowery 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

Bridget Doane
Williamsburg, VA
Matthew Johnson
Raleigh, NC
Michael Nagy
Altamonte Springs, FL
Megan Childress
Richmond, VA
Samson Orina
Atlanta, GA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Pedro Paulo Lourenco
Houston, TX

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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