Annie Megan Diekema
Investment adviser representative at Truist Advisory Services, Inc.
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Truist Investment Services, IncSep 2025 to now
- Truist Advisory Services, Inc.Sep 2020 to now
- UBSFeb 2020 to Aug 2020
- Belmont University Office of the RegistrarMay 2019 to Aug 2019
- Tallahassee Neurology SpecialistsJun 2017 to Aug 2018
- Full-time EducationJan 2010 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, VA).
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
- 7225007
- Firm CRD
- 283390