Tania Condon Lawrence
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.Aug 2023 to now
- Truist Investment Services, Inc.Jun 2022 to now
- Fulton County SchoolsOct 2018 to May 2022
- HomemakerJun 2017 to Oct 2018
- Lansing Central Scholl DistrictAug 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7588520
- Firm CRD
- 283390