Carol
Rollins
Truist Advisory Services, Inc
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About this Advisor
Carol Rollins is a financial advisor who works in Charleston, West Virginia with a total of 2 years of relevant experience. Rollins works at Truist Advisory Services, Inc. Throughout their career, Rollins has worked at Bbtis, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Rollins maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in West Virginia. Truist Advisory Services, Inc is a registered investment firm that has its headquarters in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 people on staff. It administers $53 billion in assets between its 125,600 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 client accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has 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. Financial management fees typically vary depending on the financial services. However, fees charged by Truist Advisory Services, Inc likely include any combination 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
Carol Rollins Work History
Carol has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities, LLC
Bbtis
*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 Carol Rollins 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
Ocala, FL
Richmond, VA
Williamsburg, VA
Durham, NC
Richmond, VA
Merritt Island, FL
Myrtle Beach, SC
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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