Anthony Alliman
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
2 statesRegistered 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.Aug 2025 to now
- Truist Investment Services, IncAug 2025 to now
- Wells Fargo Clearing Services, LLCJul 2022 to Aug 2025
- Wells Fargo Bank, NAJul 2021 to Aug 2025
- UnemployedJan 2021 to Jul 2021
- Dothan Police DepartmentDec 2017 to Jan 2021
- UnemployedJul 2017 to Dec 2017
- Unifirst CorporationApr 2017 to Jul 2017
- Verizon WirelessSep 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AL, FL).
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
- 7592344
- Firm CRD
- 283390