William Rolla Peck
Investment adviser representative at Truist Advisory Services, Inc.
14 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
14 years in the industry.
- Truist Advisory Services, Inc.Jun 2022 to now
- Truist Investment Services Inc.Jun 2022 to now
- Cetera Investment Advisers LLCFeb 2019 to Mar 2022
- Cetera Investment Services LLCFeb 2019 to Jun 2019
- Regions BankJan 2019 to Jun 2019
- Suntrust Advisory ServicesSep 2016 to Jan 2019
- Suntrust BankJul 2012 to Jan 2019
- Suntrust Investment Services, IncJul 2012 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5280085
- Firm CRD
- 283390