Mallie Poore
Investment adviser representative at Truist Advisory Services, Inc.
10 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
10 years in the industry.
- Truist Advisory Services, Inc.Apr 2025 to now
- Truist Investment Services, Inc.Feb 2025 to now
- TruistSep 2021 to Feb 2025
- Newton Financial GroupJan 2020 to Sep 2021
- AerieJun 2019 to Dec 2019
- TargetMay 2019 to Jun 2019
- WkuJan 2018 to May 2018
- DillardsSep 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7215549
- Firm CRD
- 283390