Daniel Wade Mccall
Investment adviser representative at Truist Advisory Services, Inc.
20 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
20 years in the industry.
- Truist Investment Services, Inc.Feb 2021 to now
- Truist Advisory Services, Inc.Oct 2020 to now
- Suntrust Advisory Services, Inc.Oct 2020 to now
- Suntrust Investment Services, Inc.Oct 2020 to now
- Bb&tJan 2019 to now
- Bb&t Securities, LLCJan 2018 to now
- Bb&t InvestmentsJul 2006 to now
- Bb&t BankJun 2006 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
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
- 4674721
- Firm CRD
- 283390