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Devian Nikeithra Blocker

Investment adviser representative at Truist Advisory Services, Inc.
11 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

11 years in the industry.

  1. Truist Advisory Services, Inc.May 2024 to now
  2. Truist Investment Services, IncMay 2024 to now
  3. The Wireless Woman LLCApr 2021 to now
  4. Wells Fargo Clearing Services, LLCMay 2023 to May 2024
  5. J.P. Morgan Securities LLCMar 2022 to May 2023
  6. JPMorgan Chase Bank, N.A.Mar 2022 to May 2023
  7. Harris Teeter, IncJan 2022 to Feb 2022
  8. Wells Fargo Bank, NANov 2020 to Mar 2023
  9. Wells FargoNov 2020 to Feb 2022
  10. Allied Universal-truistJul 2020 to Oct 2020
  11. City of CharlotteFeb 2015 to Jul 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
7529719
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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