Richard
Eure

Truist Advisory Services, Inc

CRD#1097935
Investment Advisor
in Greensboro, NC

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About this Advisor

Richard Eure is a financial advisor based in Greensboro, North Carolina, working with Truist Advisory Services, Inc. Richard has previously held positions at Scott & Stringfellow, Inc, Bb&T Securities, LLC, Truist Investment Services, Inc, and Truist Advisory Services, Inc. Richard has passed the Series 63 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Richard is part of Truist Advisory Services, Inc, which operates out of Greensboro, North Carolina. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63

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

3318 W Friendly Ave Fl 3
Greensboro, NC 27410

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

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

2,105

NC Average: 58
Total Number of Accounts

124,201

NC Average: 1,608
Average Account Size

$494,117

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

Richard Eure Work History

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2013 - 2021 (8 years)

Bb&T Securities, LLC

1999 - 2021 (22 years)

Scott & Stringfellow, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard Eure 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

Samantha Becker
Charlotte, NC
Austin Petrovich
Nashville, TN
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Harrison Cross
Winston Salem, NC
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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