Paige Elizabeth Allen
Investment adviser representative at Truist Advisory Services, Inc.
14 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
14 years in the industry.
- Truist Advisory Services, Inc.Dec 2022 to now
- Truist Investment Services, IncJul 2022 to now
- Fulltime StudentMay 2022 to Jul 2022
- StarlandFeb 2022 to May 2022
- Fulltime StudentAug 2021 to Feb 2022
- TruistJun 2021 to Aug 2021
- Fulltime StudentJul 2020 to Jun 2021
- Ruffalo Noel LevitzApr 2020 to Jul 2020
- Fulltime StudentAug 2018 to Apr 2020
- Subaru of GwinnettMay 2018 to Aug 2018
- Full Time StudentJul 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7399458
- Firm CRD
- 283390