Lindsay
Strattan

Truist Advisory Services, Inc

CRD#6001681
Investment Advisor
in Houston, TX

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About this Advisor

Lindsay Strattan is a certified financial planner operating out of Houston, Texas, who has been in the advisory business for 12 years. Strattan is currently employed by Truist Advisory Services, Inc. The advisor has gained experience at Bbva Wealth Solutions Inc, Compass Bank, Bbva Compass Investment Solutions, Inc, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc and Truist Investment Services, Inc. Strattan has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Truist Advisory Services, Inc is a business that has its headquarters in Houston, Texas. The investment advisory business has offices in 3,415 locations and a total of 2,725 financial advisors. It has $62 billion in assets under management among its 126,886 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 83 charities and foundations. Of its 126,886 customer accounts, just 14% are associated with high-net-worth individuals who have at least $1 million in investable assets. Truist Advisory Services, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial advice largely are based on which service is provided. Fee types billed by Truist Advisory Services, Inc most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1400 Post Oak Boulevard Suite 650
Houston, TX 77056

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,581,322,510

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

2,725

TX Average: 58
Total Number of Accounts

126,886

TX Average: 1,608
Average Account Size

$485,328

TX Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Lindsay Strattan Work History

Lindsay has 12 years of experience.

2021 - Present (1 year)

Truist Investment Services, Inc

2021 - Present (1 year)

Truist Investment Services, Inc

2015 - 2021 (6 years)

Bbva Wealth Solutions Inc

2013 - 2021 (8 years)

Bbva Securities Inc

2012 - 2021 (9 years)

Bbva Compass Insurance Agency, Inc

2011 - 2013 (2 years)

Bbva Compass Investment Solutions, Inc

2010 - 2021 (11 years)

Compass Bank

Disclosures

Lindsay Strattan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Truist Advisory Services, Inc

Tracey Devine
Jacksonville, FL
Bruce Waugh
Williamsport, PA
Carol Bray
Greensboro, NC
Ximena Brito
Washington, DC
Garnell Scott
Norfolk, VA
Traci Havens
Palm Beach, FL
Charles Hagel
Atlanta, GA
Lea Anne Creekmore
Virginia Beach, VA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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