Samuel
Mintz
Truist Advisory Services, Inc
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About this Advisor
Samuel Mintz is a financial advisor based in Richmond, Virginia, working with Truist Advisory Services, Inc. Samuel has previously held positions at Scott & Stringfellow, Bb&T Securities, LLC, Truist Investment Services, Inc, and Truist Advisory Services, Inc. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Samuel is part of Truist Advisory Services, Inc, which operates out of Richmond, 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
Samuel Mintz Work History
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities, LLC
Scott & Stringfellow
Disclosures
Please visit the SEC profile of Samuel Mintz 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
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