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Dennis Gafur

Investment adviser representative at Truist Advisory Services, Inc.
5 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

5 years in the industry.

  1. Truist Advisory Services, Inc.Oct 2022 to now
  2. Truist Investment Services, IncOct 2022 to now
  3. Equitable Advisors LLCFeb 2022 to Sep 2022
  4. Coastal Wealth ManagementJul 2021 to Jan 2022
  5. Thrivent FinancialApr 2020 to Jun 2021
  6. Thrivent Investment Management IncApr 2020 to Jun 2021
  7. UnemployedJan 2020 to Apr 2020
  8. Edward JonesSep 2019 to Dec 2019
  9. Bankers Life and Casualty CompanyJan 2017 to Aug 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2021

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
7169191
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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