Robert Lloyd Wilson
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Robert Lloyd Wilson? 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
10 years in the industry.
- Truist Advisory Services, Inc.Feb 2022 to now
- Truist Advisory Serviecs, Inc.Feb 2022 to now
- Truist Investment Services, Inc.Feb 2022 to now
- Real Estate Independent ContractorJul 2021 to Feb 2022
- UnemployedDec 2020 to Jul 2021
- Lincoln Investment Planning, Inc.Sep 2019 to May 2020
- Rawls GroupSep 2019 to May 2020
- Incredible Egg Financial LLCOct 2018 to Dec 2020
- Suntrust Advisory Services, Inc.Apr 2017 to Sep 2019
- Suntrust Investment Services, Inc.Mar 2017 to Sep 2019
- Cetera Investment Advisers LLCOct 2016 to Feb 2017
- Cetera Investment Services LLCOct 2016 to Feb 2017
- Regions BankOct 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6556585
- Firm CRD
- 283390