Horace
Kornegay

Truist Advisory Services, Inc

CRD#5657644
Investment Advisor
in Raleigh, NC

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About this Advisor

Horace Kornegay is a financial advisor operating in Raleigh, North Carolina who has 2 years of industry experience. Kornegay is on the advisory team at Truist Advisory Services, Inc. Throughout their career, Kornegay has worked at Scott & Stringfellow, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Kornegay holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Louisiana, North Carolina and Texas. Truist Advisory Services, Inc is a company based out of Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 advisors. It oversees $53 billion in assets under management among its 125,600 client 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 accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets. The business offers a number 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 for financial advice largely are based on which services the firm provides the client. However, fee types charged by Truist Advisory Services, Inc may include any blend of 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

3605 Glenwood Ave Ste 400
Raleigh, NC 27612

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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

Horace Kornegay Work History

Horace 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

2013 - 2021 (8 years)

Bb&T Securities, LLC

2011 - 2021 (10 years)

Scott & Stringfellow

*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 Horace Kornegay 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

Tabitha Concepcion
Durham, NC
Joseph Jarrett
Okahumpka, FL
Bridget Doane
Williamsburg, VA
Matti Gordon
Cumming, GA
Nicole Lawler
Rising Sun, MD
Susan Seitter
Richmond, VA
Kathryn Miller
Merritt Island, FL
Megan Childress
Richmond, VA

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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