Liang-yu Chen Taylor
Investment adviser representative at Truist Advisory Services, Inc.
10 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
10 years in the industry.
- Truist Advisory Services, Inc.Nov 2022 to now
- Truist Investment Services Inc.Nov 2022 to now
- Wells Fargo Bank, NAAug 2021 to Nov 2022
- Wells Fargo Clearing Services, LLCAug 2021 to Nov 2022
- Corecap AdvisorsNov 2019 to Aug 2021
- Corecap InvestmentsNov 2019 to Aug 2021
- Alpha Zero Waste Solutions, Inc.Mar 2019 to Aug 2021
- Forever Free Financial, LLCFeb 2018 to Aug 2021
- Ameritas Investment Corp.Jun 2017 to Oct 2019
- Capital Choice Investment AdvisersJul 2016 to Jun 2017
- Capital Choice Financial ServicesFeb 2016 to Aug 2021
- Ccf Investments, Inc.Feb 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2015
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
- 5384241
- Firm CRD
- 283390