Harold Lyman Hughey
Investment adviser representative at Truist Advisory Services, Inc.
6 yearsExperience
1 stateRegistered in
CFADesignation
$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
6 years in the industry.
- Truist Advisory Services, Inc.Sep 2020 to now
- Suntrust Advisory Services,inc./ Truist Advisory Services, Inc.Sep 2020 to now
- Truist Investment Services,inc.Feb 2021 to Jun 2021
- Bb&t SecuritiesJan 2015 to Feb 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2016
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
- 5081658
- Firm CRD
- 283390