Joanna
Ransom

Truist Advisory Services, Inc

CRD#6728164
Investment Advisor
in Clayton, NC

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About this Advisor

Joanna Ransom is a financial advisor working in Clayton, North Carolina with a total of 2 years of industry experience. Ransom is an advisor for Truist Advisory Services, Inc. During their career, the advisor has held roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank Na, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Ransom holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Truist Advisory Services, Inc is an advisory business based in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 financial advisors. It oversees $53 billion in total assets between its 125,600 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 125,600 client accounts, just 12% are associated with high-net-worth investors who have greater than $1 million in investable assets. Truist Advisory Services, Inc offers a diverse set of services, including 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. Financial advisory fees usually depend on which services the firm provides the client. However, fee types billed by Truist Advisory Services, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

11508 Us Hwy 70 Bus
Clayton, NC 27520

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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

Joanna Ransom Work History

Joanna 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

2019 - Present (5 years)

Bb&T Securities, LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services LLC

2013 - 2019 (6 years)

Wells Fargo Bank Na

*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 Joanna Ransom 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

Matthew Speed
Atlanta, GA
Tabitha Concepcion
Durham, NC
Bridget Doane
Williamsburg, VA
Samson Orina
Atlanta, GA
Matti Gordon
Cumming, GA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
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.

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