Bridget
Doane
Truist Advisory Services, Inc
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About this Advisor
Bridget Doane is a financial advisor working out of Williamsburg, Virginia, with a total of 7 years of industry experience. Doane is on the advisory team at Truist Advisory Services, Inc. Their career trajectory has included roles at Suntrust Investment Services, Inc, Suntrust Bank, Suntrust Advisory Services, Truist Investment Services, Inc and Truist Advisory Services, Inc. Doane has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Truist Advisory Services, Inc is a financial advisory business that has its headquarters in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 employees. It administers $53 billion in total assets between its 125,600 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 85 charities and foundations. Of its 125,600 client accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a wide set 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Truist Advisory Services, Inc most likely include any blend 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
Bridget Doane Work History
Bridget has been registered as a financial advisor for 7 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Suntrust Advisory Services
Suntrust Investment Services, Inc
Suntrust 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 Bridget Doane 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
Williamsburg, VA
Wilmington, NC
Houston, TX
Richmond, VA
Charlotte, NC
Richmond, VA
Chevy Chase, MD
Merritt Island, FL
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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