John David Logue
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Truist Advisory Services, Inc.Jan 2022 to now
- Truist BankDec 2021 to now
- Truist Investment Services, Inc.Dec 2021 to now
- PNCJun 2021 to Dec 2021
- Bbva Wealth Solutions Inc.Apr 2015 to May 2021
- Bbva Compass Insurance Agency, IncJun 2014 to Jun 2021
- Bbva Securities IncJul 2007 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 3129688
- Firm CRD
- 283390