James
Beall
Truist Advisory Services, Inc
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About this Advisor
James Beall is a certified financial planner based in Mc Lean, Virginia, with a total of 5 years of industry experience. Beall is on the advisory team at Truist Advisory Services, Inc. Over the course of their career, they have held roles at Keel Point Capital, LLC, Keel Point Advisors, LLC, Keel Point, LLC, Suntrust Advisory Services, Inc and Suntrust Investment Services. Beall has a Series 63 license, designating them as a securities agent, and is able to operate in Virginia. Truist Advisory Services, Inc is a financial advisory company that has its headquarters in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 advisors. It controls $53 billion in total assets across its 125,600 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 85 charities and foundations. Of its 125,600 customer accounts, just 12% are associated with high-net-worth investors who have at least $1 million in assets. Truist Advisory Services, Inc provides a number 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. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Truist Advisory Services, Inc can 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
James Beall Work History
James has been registered as a financial advisor for 5 years.*
Suntrust Advisory Services, Inc
Suntrust Investment Services
Keel Point Capital, LLC
Keel Point, LLC
Keel Point Advisors, LLC
*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 James Beall 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
Atlanta, GA
Altamonte Springs, FL
Myrtle Beach, SC
Atlanta, GA
Richmond, VA
Chevy Chase, MD
Houston, TX
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.
