Daniel
Price
Truist Advisory Services, Inc
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About this Advisor
Daniel Price is a certified financial planner operating in Alexandria, Virginia with a total of 2 years of industry experience. Price is an advisor for Truist Advisory Services, Inc. Over the course of their career, they have held roles at Suntrust Investment Services, Inc, Bb&T Securities, Truist Investment Services, Inc and Truist Advisory Services, Inc. Price holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas and Virginia. Truist Advisory Services, Inc is a firm that has its headquarters in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 employees. It manages $53 billion in total assets between its 125,600 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 85 charitable organizations. Of its 125,600 customer accounts, just 12% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a wide range of services, such as 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 management fee schedules usually depend on which services the firm provides the client. However, fees charged by Truist Advisory Services, Inc most likely include some 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
Daniel Price Work History
Daniel has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities
Suntrust Investment Services,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 Daniel Price 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
Fairfax, VA
Tampa, FL
Roanoke, VA
Dallas, TX
Atlanta, GA
Richmond, VA
Merritt Island, FL
Tampa, 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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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.
