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Brian Thomas Huxhold

Investment adviser representative at Truist Advisory Services, Inc.
13 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

13 years in the industry.

  1. Truist Advisory Services, Inc.Mar 2018 to now
  2. Suntrust Advisory Services, Inc.Mar 2018 to now
  3. Suntrust BankMar 2018 to now
  4. Suntrust Investment Services, IncMar 2018 to now
  5. Schwab Private Client Investment Advisory, Inc.Sep 2015 to Mar 2018
  6. Charles Schwab & Co., Inc.Sep 2013 to Mar 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (TN).

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
5854318
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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