Paul Charles Liebman
Investment adviser representative at Truist Advisory Services, Inc.
13 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
13 years in the industry.
- Truist Advisory Services, Inc.Jun 2022 to now
- Truist Investment Services, Inc.Jun 2022 to now
- Fidelity InvestmentsAug 2021 to Jun 2022
- Colliers InternationalMay 2020 to Aug 2020
- GrubhubApr 2020 to Aug 2021
- UsdaMay 2019 to Aug 2019
- Groucho's DeliFeb 2019 to Aug 2021
- UsdaMay 2018 to Aug 2018
- University Theater At Nc StateJan 2018 to May 2018
- North Carolina State UniversityAug 2017 to May 2021
- North Carolina Housing Finance AgencyJun 2017 to Aug 2017
- Sanderson High SchoolJun 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7428232
- Firm CRD
- 283390