Julia
Lovejoy
Truist Advisory Services, Inc
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About this Advisor
Julia Lovejoy is a financial advisor based out of Wilmington, North Carolina who has 1 year of relevant experience. Lovejoy is on the advisory team at Truist Advisory Services, Inc. Their career trajectory has included roles at First Citizens Investor Services, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Prospera Financial Services and Truist Investment Services, Inc. Lovejoy has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in North Carolina. Truist Advisory Services, Inc is a company headquartered in Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 people on staff. It manages $53 billion in assets under management among its 125,600 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 85 charities and foundations. Of its 125,600 customer accounts, just 12% are held by high-net-worth clients who have more than $1 million in investable assets. Truist Advisory Services, Inc has 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. A financial advisor's fees typically are based on which service is offered. Fee types charged by Truist Advisory Services, Inc likely include some blend 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
Julia Lovejoy Work History
Julia has been registered as a financial advisor for 1 years.*
Truist Investment Services, Inc
Prospera Financial Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
First Citizens Investor Services
*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 Julia Lovejoy 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
Charlotte, NC
Rising Sun, MD
Richmond, VA
Williamsburg, VA
Raleigh, NC
Richmond, VA
Myrtle Beach, SC
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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