Ralph
Garner

Truist Advisory Services, Inc

CRD#4557779
Investment Advisor
in Winston Salem, NC

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About this Advisor

Ralph Garner is a financial advisor based in Winston Salem, North Carolina with a total of 2 years of relevant experience. Garner is on the advisory team at Truist Advisory Services, Inc. During their career, the advisor has held roles at Scott & Stringfellow, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Garner holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Truist Advisory Services, Inc is a financial advisory business operating out of Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 employees. It has $53 billion in total assets among its 125,600 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 85 charities and foundations. Of its 125,600 accounts, just 12% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a wide range 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 are based on which services the firm provides the client. Fee types billed by Truist Advisory Services, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 66

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

110 S Stratford Rd Fl 5
Winston Salem, NC 27104

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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

Ralph Garner Work History

Ralph 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

2013 - Present (11 years)

Bb&T Securities, LLC

2012 - Present (12 years)

Scott & Stringfellow

*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 Ralph Garner 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

James Carroll
Roanoke, VA
Billie Charlton
Myrtle Beach, SC
Benjamin Moore
Fairfax, VA
Mark Walter
Atlanta, GA
Philip Verde
Fort Lauderdale, FL
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Staci Goins
Myrtle Beach, SC

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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