Gordon
Grimes

Suntrust Advisory Services, Inc

CRD#5002736
Investment Advisor
in Raleigh, NC
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About this Advisor

Gordon Grimes is a certified financial planner who works out of Raleigh, North Carolina, with a total of 24 years of professional experience. Grimes is an employee of Suntrust Advisory Services, Inc. Over the course of their career, they have held roles at Suntrust Advisory Services, Suntrust Bank and Suntrust Investment Services, Inc. Grimes maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Suntrust Advisory Services, Inc is an advisory business based in Raleigh, North Carolina. It has offices in 1,572 locations and a total of 1,539 advisors. It oversees $19 billion in total assets among its 41,105 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 54 charitable organizations. Of its 41,105 client accounts, 15% belong to high-net-worth clients who have at least $1 million in investable assets. Suntrust Advisory Services, Inc offers a number of services, including 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. Fees for financial advice usually are based on the financial services provided. Fees billed by Suntrust Advisory Services, Inc likely include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

24 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

Yes

Office Location

305 Church At N. Hills Street 10Th Floor - Ia
Raleigh, NC 27609

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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

Gordon Grimes Work History

Gordon has 24 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2005 - Present (14 years)

Suntrust Investment Services, Inc

1994 - 2011 (17 years)

Suntrust Bank

Disclosures

Gordon Grimes has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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