Michael
Crump

Truist Advisory Services, Inc

CRD#6658682
Investment Advisor
in Simpsonville, SC

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About this Advisor

Michael Crump is a financial advisor operating in Simpsonville, South Carolina with a total of 2 years of relevant experience. Crump currently works for Truist Advisory Services, Inc. Their career trajectory has included roles at Bb&T Bank, Bb&T Investment Services, Inc, Bb&T Securities, LLC, Bb&T, Truist Investment Services, Inc and Truist Advisory Services, Inc. Crump holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in South Carolina. Truist Advisory Services, Inc is a company that has its headquarters in Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 advisors. It controls $53 billion in assets across its 125,600 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 125,600 customer accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in investable assets. Truist Advisory Services, Inc has a diverse array of services, such as 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 advisory fees usually are based on the type of services. Fee types billed by Truist Advisory Services, Inc most likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

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

713 S.E. Main St
Simpsonville, SC 29681

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

SC Average: 58
Total Number of Accounts

125,600

SC Average: 1,608
Average Account Size

$423,328

SC 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

Michael Crump Work History

Michael 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 - 2020 (1 year)

Bb&T

2018 - 2021 (3 years)

Bb&T Securities, LLC

2016 - 2019 (3 years)

Bb&T Bank

2016 - 2020 (4 years)

Bb&T Investment Services, Inc

2007 - 2016 (9 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 Michael Crump 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

Michael Nagy
Altamonte Springs, FL
Bridget Doane
Williamsburg, VA
Kathryn Miller
Merritt Island, FL
Pedro Paulo Lourenco
Houston, TX
Megan Childress
Richmond, VA
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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