Ashleigh
Overly
Truist Advisory Services, Inc
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About this Advisor
Ashleigh Overly is a financial advisor operating out of Nashville, Tennessee who has 3 years of relevant experience. Overly currently works for Truist Advisory Services, Inc. Their career trajectory has included roles at Suntrust Robinson Humphrey, Inc, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services, Inc. Overly has Series 66 and Series 63 licenses, certifying them as a securities agent, and can operate in Tennessee. Truist Advisory Services, Inc is a registered investment business operating out of Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 advisors. It controls $53 billion in assets under management across its 125,600 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 125,600 customer accounts, just 12% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business has 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 advisory fee schedules largely depend on the financial services provided. However, fee types charged by Truist Advisory Services, Inc most likely 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
Ashleigh Overly Work History
Ashleigh has been registered as a financial advisor for 3 years.*
Suntrust Investment Services,Inc
Suntrust Advisory Services,Inc
Suntrust Bank
Suntrust Advisory Services, Inc
Suntrust Investment Services, Inc
Suntrust Robinson Humphrey, Inc
Suntrust Robinson Humphrey, Inc
*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 Ashleigh Overly 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
Durham, NC
Fairfax, VA
Williamsburg, VA
Atlanta, GA
Merritt Island, FL
Richmond, VA
Altamonte Springs, FL
Richmond, VA
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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