Richard
Lord
Truist Advisory Services, Inc
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About this Advisor
Richard Lord is a financial advisor based in Allentown, Pennsylvania with 2 years of relevant experience. Lord is an employee of Truist Advisory Services, Inc. Over the course of their career, they have held roles at National Penn Bank, Cetera Investment Services, Bbtis, North Star Construction, Truist Investment Services, Inc and Truist Advisory Services, Inc. Lord holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Pennsylvania. 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 advisors. It administers $53 billion in total assets across its 125,600 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 85 charities and foundations. Of its 125,600 accounts, just 12% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm provides a broad set 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. Fees for financial advisory services typically depend on which services are offered. Fees charged by Truist Advisory Services, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
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 Lord Work History
Richard has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bbtis
North Star Construction
Cetera Investment Services
National Penn 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 Richard Lord 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
Williamsburg, VA
Raleigh, NC
Altamonte Springs, FL
Richmond, VA
Atlanta, GA
Richmond, VA
Chevy Chase, MD
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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