Vicki
Bertholomey
Truist Advisory Services, Inc
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About this Advisor
Vicki Bertholomey is a financial advisor based in High Point, North Carolina, working with Truist Advisory Services, Inc. Vicki has previously held positions at Bb&T Securities, Truist Investment Services, Inc, Truist Advisory Services, Inc, and Merrill Lynch, Pierce, Fenner & Smith Inc. Vicki has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Vicki is part of Truist Advisory Services, Inc, which operates out of High Point, North Carolina. 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
Vicki Bertholomey Work History
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Vicki Bertholomey 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
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Winston Salem, NC
Sterling, VA
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