Suntrust Advisory Services, Inc
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About this Advisor
Lance Cibik is a certified financial planner who works in Charlotte, North Carolina. Currently a registered financial advisor with Suntrust Advisory Services, Inc, Cibik has 10 years of professional experience. Cibik maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Cibik is able to operate in North Carolina. Cibik has gained experience at Tiaa, Teachers Personal Investors Services, Inc, Well Fargo Advisors, Suntrust Advisory Services LLC, Fit Lifestyles Charlotte and Suntrust Investment Services, Inc. Suntrust Advisory Services, Inc is headquartered in Charlotte, North Carolina, and operates out of 1,572 additional brick-and-mortar locations throughout the country. As a registered investment advisory firm, Suntrust Advisory Services, Inc oversees $19 billion in assets throughout 41,105 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 country. The firm manages 31,892 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Suntrust Advisory Services, Inc offers 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 may charge clients asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
Lance Cibik Work History
Lance has 10 years of experience.
Suntrust Advisory Services LLC
Suntrust Investment Services, Inc
Teachers Personal Investors Services, Inc
Fit Lifestyles Charlotte
Well Fargo Advisors
Lance Cibik has no disclosures.
Please visit their SEC profile for more details.