Adam Larcher
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Adam Larcher? Claim your profile
Contact this firm
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 Investsment Services, IncAug 2026 to now
- Truist Advisory Services, Inc.Apr 2026 to now
- Truist Investment Services, Inc.Jun 2024 to Aug 2026
- TruistNov 2023 to Jun 2024
- Truist WealthMar 2023 to Nov 2023
- Truist Investment Services, Inc.May 2021 to Mar 2023
- TruistJul 2020 to May 2021
- EducationAug 2019 to Jul 2020
- Bb&tMay 2019 to Aug 2019
- EducationAug 2018 to May 2019
- LandscapingMay 2018 to Aug 2018
- EducationAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7537662
- Firm CRD
- 283390