John William Tulloss
Investment adviser representative at Truist Advisory Services, Inc.
14 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
14 years in the industry.
- Truist Investment Services, Inc.Feb 2021 to now
- Truist Advisory Services, Inc.Nov 2020 to now
- Sunteust Investment Services, IncOct 2020 to Feb 2021
- Suntrust Advisory Services, Inc.Oct 2020 to Feb 2021
- Suntrust BankDec 2019 to Oct 2020
- Suntrust Investment Services, IncDec 2019 to Oct 2020
- Bb&tJan 2019 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t InvestmentsJun 2017 to Feb 2021
- Bb&t BankJun 2017 to Jan 2019
- Bb&t BankJul 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6819449
- Firm CRD
- 283390