Vincenzo
Atkinson
Truist Advisory Services, Inc
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About this Advisor
Vincenzo Atkinson is a financial advisor based in Charlotte, North Carolina, working with Truist Advisory Services, Inc. Vincenzo has previously held positions at Abbot Downing (Wells Fargo Bank), Suntrust Bank, and Suntrust Advisory Services LLC. Vincenzo is registered to provide services in North Carolina. Currently, Vincenzo is part of Truist Advisory Services, Inc, which operates out of Charlotte, 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
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
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
Vincenzo Atkinson Work History
Suntrust Bank
Suntrust Advisory Services LLC
Abbot Downing (Wells Fargo Bank]
Disclosures
Please visit the SEC profile of Vincenzo Atkinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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