Virginia
Morris

Truist Advisory Services, Inc

CRD#3246101
Investment Advisor
in Trussville, AL

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About this Advisor

Virginia Morris is a financial advisor working in Trussville, Alabama with a total of 2 years of industry experience. Morris is on the advisory team at Truist Advisory Services, Inc. During their career, the advisor has held roles at Bb&T Investments, Bb&T Bank, Bb&T Securities, LLC, Bb&T, Truist Investment Services, Inc and Truist Advisory Services, Inc. Morris holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama. Truist Advisory Services, Inc is a registered investment company that has its headquarters in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 financial advisors. It has $53 billion in assets under management among its 125,600 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 85 charitable organizations. Of its 125,600 client accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in investable assets. Truist Advisory Services, Inc performs 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. Financial management fee schedules usually are based on which services the firm provides the client. Fees charged by Truist Advisory Services, Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

285 Calumet Pkwy Fl 1
Trussville, AL 35173

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

AL Average: 58
Total Number of Accounts

125,600

AL Average: 1,608
Average Account Size

$423,328

AL 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

Virginia Morris Work History

Virginia 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

2019 - 2021 (2 years)

Bb&T

2018 - 2021 (3 years)

Bb&T Securities, LLC

2011 - 2018 (7 years)

Bb&T Investments

2011 - 2019 (8 years)

Bb&T Bank

*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 Virginia Morris 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

Bridget Doane
Williamsburg, VA
Samson Orina
Atlanta, GA
Kathryn Miller
Merritt Island, FL
Megan Childress
Richmond, VA
Timothy Mann
Charlotte, NC
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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