Nancy Bishop
Investment adviser representative at Truist Advisory Services, Inc.
18 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
18 years in the industry.
- Truist Investment Services, Inc.Feb 2021 to now
- Truist Advisory Services, Inc.Apr 2020 to now
- Suntrust Advisory Services, Inc.Feb 2020 to Feb 2021
- Suntrust Investment Services IncOct 2018 to Feb 2021
- Suntrust BankNov 2008 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
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
- 7035859
- Firm CRD
- 283390