Marty Lamont Stamps
Investment adviser representative at Truist Advisory Services, Inc.
18 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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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
18 years in the industry.
- Truist Advisory Services, Inc.Nov 2024 to now
- N/aDec 2023 to Nov 2024
- Truist Advisory Services, IncJun 2022 to Dec 2023
- Gess Intl / Cyclum RenewablesFeb 2022 to Jun 2022
- N/aJan 2019 to Feb 2022
- Wells FargoMay 2008 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2768439
- Firm CRD
- 283390