Evan
Hand

Truist Advisory Services, Inc

CRD#2810743
Investment Advisor
in Reading, PA

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About this Advisor

Evan Hand is a financial advisor working out of Reading, Pennsylvania with a total of 3 years of relevant experience. Hand is an advisor for Truist Advisory Services, Inc. During their career, the advisor has held roles at Bbtis, National Penn, Bb&T Securities, LLC, Bb&T, Suntrust Investment Services, Inc, Suntrust Bank, Suntrust Advisory Services, Inc, Truist Investment Services, Inc and Truist Advisory Services, Inc. Hand has Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in Pennsylvania. Truist Advisory Services, Inc is a firm based out of Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 financial advisors. It handles $53 billion in assets across its 125,600 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 85 charitable organizations. Of its 125,600 client accounts, just 12% are held by high-net-worth clients who have more than $1 million in assets. Truist Advisory Services, Inc offers 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. A financial advisor's fees largely vary depending on which services are provided. However, fees billed by Truist Advisory Services, Inc can consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

1340 Broadcasring Road Sutie 200
Reading, PA 19610

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

PA Average: 58
Total Number of Accounts

125,600

PA Average: 1,608
Average Account Size

$423,328

PA 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

Evan Hand Work History

Evan has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2020 - 2021 (1 year)

Suntrust Advisory Services, Inc

2019 - 2021 (2 years)

Bb&T

2019 - 2021 (2 years)

Suntrust Investment Services, Inc

2019 - 2021 (2 years)

Suntrust Bank

2018 - 2021 (3 years)

Bb&T Securities, LLC

2016 - 2021 (5 years)

Bbtis

2016 - 2019 (3 years)

Bb&T

2012 - 2016 (4 years)

National Penn

*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 Evan Hand 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

Matthew Speed
Atlanta, GA
Tabitha Concepcion
Durham, NC
Kathryn Miller
Merritt Island, FL
Pedro Paulo Lourenco
Houston, TX
Matti Gordon
Cumming, GA
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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