Travis Aiken
Investment adviser representative at Truist Advisory Services, Inc.
11 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
11 years in the industry.
- Truist Advisory Services, Inc.Jan 2026 to now
- Truist Adsvisory Services, IncJan 2026 to now
- Truist Investment Services, IncJan 2026 to now
- LPL Financial LLCJul 2024 to Jan 2026
- Wells Fargo Clearing Services, LLCMay 2023 to May 2024
- Wells Fargo Bank, NADec 2022 to May 2024
- Wells Fargo Clearing Services, LLCDec 2022 to Feb 2023
- First Citizens Investor ServicesDec 2020 to Dec 2022
- First Citizens BankJan 2020 to Dec 2022
- First Citizens BankMay 2019 to Aug 2019
- Full Time EducationAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7320242
- Firm CRD
- 283390