Louis
Clark

Truist Advisory Services, Inc

CRD#3192722
Investment Advisor
in Daytona Beach, FL

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About this Advisor

Louis Clark is a certified financial planner operating in Daytona Beach, Florida with a total of 2 years of industry experience. Clark works at Truist Advisory Services, Inc. Clark has gained experience at Bb&T Investments, Truist Investment Services, Inc, Truist Advisory Services, Inc and Bb&T Securities, LLC. Clark maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Florida and Texas. Truist Advisory Services, Inc is an advisory company based in Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 financial advisors. It controls $53 billion in total assets between its 125,600 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 125,600 accounts, just 12% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a number 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. Fees for financial management typically vary depending on the type of services offered. However, fees charged by Truist Advisory Services, Inc likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

1737 N Clyde Morris Blvd Ste 120
Daytona Beach, FL 32117

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL 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

Louis Clark Work History

Louis 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

2018 - 2021 (3 years)

Bb&T Securities, LLC

2011 - 2018 (7 years)

Bb&T Investments

*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 Louis Clark 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

Megan Childress
Richmond, VA
Matthew Johnson
Raleigh, NC
Michael Nagy
Altamonte Springs, FL
Staci Goins
Myrtle Beach, SC
Matti Gordon
Cumming, GA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Pedro Paulo Lourenco
Houston, TX

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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