Derek
Deguire

Truist Advisory Services, Inc

CRD#3162351
Investment Advisor
in Nashville, TN

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About this Advisor

Derek Deguire is a financial advisor based in Nashville, Tennessee, working with Truist Advisory Services, Inc. Derek has previously held positions at Suntrust Securities and Suntrust Advisory Services. Derek has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Derek is part of Truist Advisory Services, Inc, which operates out of Nashville, Tennessee. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

1605 21St Ave S
Nashville, TN 37212

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

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

2,105

TN Average: 58
Total Number of Accounts

124,201

TN Average: 1,608
Average Account Size

$494,117

TN 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

Derek Deguire Work History

2016 - Present (8 years)

Suntrust Advisory Services

2001 - Present (23 years)

Suntrust Securities

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Derek Deguire 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

Samantha Becker
Charlotte, NC
Austin Petrovich
Nashville, TN
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Harrison Cross
Winston Salem, NC
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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