Ashley W Folkes
Investment adviser representative at Truist Advisory Services, Inc.
13 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
13 years in the industry.
- Truist Advisory Services, Inc.Jul 2025 to now
- Truist Investment Services, Inc.Jul 2025 to now
- Farther Finance AdvisorsJun 2024 to Jun 2025
- Cetera Advisors, LLCJul 2023 to Jun 2024
- Oneamerica SecuritiesMay 2023 to Jul 2023
- Park Ave SecuritiesAug 2022 to Jul 2023
- Bridgeworth Wealth ManagementAug 2021 to Aug 2022
- PNC Private BankFeb 2020 to Aug 2021
- Moors & Cabot IncNov 2018 to Feb 2020
- AXA Advisors-equitableJun 2018 to Dec 2018
- Aig/valicJan 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 3238082
- Firm CRD
- 283390