Bethany Tanner
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Bethany Tanner? Claim your profile
Contact this firm
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
13 years in the industry.
- Truist Advisory Services, Inc.Oct 2025 to now
- Truist Investment Services, Inc.Oct 2025 to now
- Regions BankSep 2021 to Oct 2025
- JPMorgan Chase Bank NAJul 2019 to Sep 2025
- JPMorgan Securities LLCJul 2019 to Sep 2021
- Morgan StanleyAug 2013 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2025
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
- 5613235
- Firm CRD
- 283390