Preston Gill Lewis
Investment adviser representative at Truist Advisory Services, Inc.
15 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
15 years in the industry.
- Truist Advisory Services, Inc.Nov 2025 to now
- Truist Investment Services, IncJan 2021 to now
- Bb&t Scott & Stringfellow/ Truist BankMay 2020 to Jan 2021
- Allen Tate RealtorsSep 2019 to Apr 2020
- Lemons Glass and MirrorSep 2018 to Sep 2019
- The Peoples ClubJan 2017 to Apr 2018
- S&c PoolsJun 2016 to Sep 2018
- Mountain HardscapesAug 2015 to Jan 2017
- Club FitnessJun 2012 to Jun 2020
- The Clubs of GreensboroFeb 2011 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7255082
- Firm CRD
- 283390