Angel
Dodson
Truist Advisory Services, Inc
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About this Advisor
Angel Dodson is a financial advisor based in Norfolk, Virginia, working with Truist Advisory Services, Inc. Angel has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Amethyst Boutique, Merrill Lynch, Pierce, Fenner & Smith Inc, New American Funding, Paramount Residential Mortgage Group, Wells Fargo Home Mortgage, Movement Mortgage, Ovm Financial, Long And Foster, Bank Of America, N.A, Truist Investment Services, Inc, Truist Advisory Services, Inc, Loandepot, and Nexa. Angel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Angel is part of Truist Advisory Services, Inc, which operates out of Norfolk, Virginia. 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
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
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
Angel Dodson Work History
Truist Investment Services, Inc
Truist Advisory Services, Inc
Nexa
Loandepot
Merrill Lynch, Pierce, Fenner & Smith Inc
Paramount Residential Mortgage Group
Ovm Financial
Bank Of America, N.A
New American Funding
Wells Fargo Home Mortgage
Movement Mortgage
Wells Fargo Advisors, LLC
Wells Fargo Home Mortgage
Wells Fargo Bank Na
Long And Foster
Amethyst Boutique
Disclosures
Please visit the SEC profile of Angel Dodson 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
Charlotte, NC
Winchester, VA
Greenville, SC
Key Biscayne, FL
Atlanta, GA
Winston Salem, NC
Sterling, VA
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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