Lee
Ginther

Truist Advisory Services, Inc

CRD#2480750
Investment Advisor
in Charleston, WV

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About this Advisor

Lee Ginther is a financial advisor who works in Charleston, West Virginia with 2 years of industry experience. Ginther is currently employed by Truist Advisory Services, Inc. The advisor has gained experience at Scott & Stringfellow, Inc, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Ginther has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Louisiana, Texas and West Virginia. Truist Advisory Services, Inc is a business headquartered in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 advisors. It has $53 billion in assets under management between its 125,600 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 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 available to invest. Truist Advisory Services, Inc performs a diverse array 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 advisory fees usually vary depending on which services the firm provides the client. Fee types charged by Truist Advisory Services, Inc likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

300 Summers St, 5Th Fl Br - Pcg
Charleston, WV 25301

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

WV Average: $3,570,121,308
Total Number of Employees

2,842

WV Average: 58
Total Number of Accounts

125,600

WV Average: 1,608
Average Account Size

$423,328

WV Average: $2,220,225

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

Lee Ginther Work History

Lee has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2013 - 2021 (8 years)

Bb&T Securities, LLC

2004 - 2021 (17 years)

Scott & Stringfellow, 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 Lee Ginther 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

Tabitha Concepcion
Durham, NC
James Beall
Mc Lean, VA
Samson Orina
Atlanta, GA
Matti Gordon
Cumming, GA
Alex Fontana
Ocala, FL
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Pedro Paulo Lourenco
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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