Roderick G. Liggins
Investment adviser representative at Truist Advisory Services, Inc.
7 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
7 years in the industry.
- Truist Advisory Services, Inc.Dec 2022 to now
- J.P. Morgan Securities LLCMay 2022 to Nov 2022
- JPMorgan Chase Bank, N.A.May 2022 to Nov 2022
- Fidelity Personal and Workplace AdvisorsSep 2021 to May 2022
- FidelityMay 2021 to May 2022
- Fidelity Brokerage Services LLCMay 2021 to May 2022
- Morgan StanleyApr 2021 to May 2021
- E*trade Securities LLCJul 2019 to May 2021
- EtradeJul 2019 to May 2021
- Liggins FinancialSep 2015 to May 2020
- Liberty Tax ServiceJan 2015 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
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
- 6546198
- Firm CRD
- 283390