David Roy Mccollum
Investment adviser representative at Truist Advisory Services, Inc.
8 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
8 years in the industry.
- Truist Advisory Services, Inc.Jan 2022 to now
- Truist Investment Services, IncApr 2021 to now
- UnemployedOct 2020 to Apr 2021
- Modera WealthMay 2018 to Aug 2020
- UnemploedJan 2018 to May 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2018
- Wells Fargo Advisors, LLCOct 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4900070
- Firm CRD
- 283390