James Paul Beckett
Investment adviser representative at Truist Advisory Services, Inc.
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$77.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Truist Advisory Services, Inc.Jun 2022 to now
- Truist Investment Services, IncJun 2022 to now
- Wells Fargo Clearing Services, LLCFeb 2021 to Jun 2022
- Wells Fargo Bank, NAJul 2006 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2127580
- Firm CRD
- 283390