Suntrust Advisory Services, Inc

Investment Advisor
in Charlotte, NC
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About this Advisor

Kristin Beard is a certified financial planner who is based in Charlotte, North Carolina. Currently an investment advisor at Suntrust Advisory Services, Inc, Beard has 13 years of work experience. Beard maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Beard is able to work with clients based out of North Carolina. During their career, Beard has held roles at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is based out of Charlotte, North Carolina, and has 1,572 offices across the country. In total, Suntrust Advisory Services, Inc oversees $19 billion in assets throughout 41,105 client accounts and employs more than 1,539 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 31,892 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Suntrust Advisory Services, Inc provides 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. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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



Office Location

4777 Sharon Road Second Floor - Fpg
Charlotte, NC 28210

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management


NC Average: $3,570,121,308
Total Number of Employees


NC Average: 58
Total Number of Accounts


NC Average: 1,608
Average Account Size


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

Kristin Beard Work History

Kristin has 13 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2013 - Present (6 years)

Suntrust Bank

2013 - Present (6 years)

Suntrust Investment Services, Inc

2013 - 2013 (< 1 year)


2005 - 2013 (8 years)

Tiaa-Cref Individual & Institutional Services, LLC


Kristin Beard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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