Mark Kuniholm
Investment adviser representative at Truist Advisory Services, Inc.
11 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
11 years in the industry.
- Truist Advisory Services, Inc.Feb 2026 to now
- Truist Investment Services, IncFeb 2026 to now
- Moors Cabot IncJun 2025 to Feb 2026
- UnemployedOct 2024 to Jun 2025
- Spire/corbett InvestmentJun 2023 to Sep 2024
- Allworth Financial, L.P.Aug 2022 to Jun 2023
- Bogart WealthJul 2021 to Jul 2022
- Creative PlanningApr 2018 to Jul 2021
- Jtb International Inc. and Global Advisor GroupFeb 2015 to Mar 2018
- Raymond James Financial Services Advisors Inc.Feb 2015 to Mar 2018
- Raymond James Financial Services IncFeb 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 3175136
- Firm CRD
- 283390