Helene Michele Moll
Investment adviser representative at Truist Advisory Services, Inc.
14 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
14 years in the industry.
- Truist Advisory Services, Inc.Feb 2024 to now
- Truist Investment Services, IncDec 2023 to now
- TruistJul 2020 to Nov 2023
- Bb&t Securities, LLCDec 2019 to Jul 2020
- Suntrust Advisory ServicesSep 2016 to Jul 2020
- Suntrust Investment Services, IncJun 2012 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 5216588
- Firm CRD
- 283390