Olivia Gail Ravenscroft
Investment adviser representative at Truist Advisory Services, Inc.
11 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
11 years in the industry.
- Truist Advisory Services , IncMay 2022 to now
- Truist Investment Services , IncApr 2022 to now
- Well Fargo Bank NAMay 2019 to Apr 2022
- Wells Fargo Clearing Services LLCMay 2019 to Apr 2022
- PNC BankJul 2017 to May 2019
- Wells Fargo Clearing Services, LLC.Dec 2016 to Jun 2017
- Wells Fargo Bank NAMar 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
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
- 6737182
- Firm CRD
- 283390