Belinda Mai Butler
Investment adviser representative at Truist Advisory Services, Inc.
17 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
17 years in the industry.
- Truist Advisory Services, Inc.Mar 2021 to now
- Truist Investment Services, Inc.Feb 2021 to now
- Bb&t SecuritiesJan 2021 to now
- First Baptist ChurchJan 2020 to Jul 2020
- ST. Timothy's Episcopal ChurchMar 2017 to Dec 2019
- Raymond James Financial Services Advisors Inc.May 2016 to Apr 2018
- Capital Developers, LLC d/b/a Milestone WealthApr 2016 to Jan 2021
- Raymond James Financial Servivces, Inc.Apr 2016 to Apr 2018
- First Baptist ChurchFeb 2009 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2021
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
- 3067338
- Firm CRD
- 283390