William Andrew Hanlon
Investment adviser representative at Truist Advisory Services, Inc.
6 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you William Andrew Hanlon? 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
6 years in the industry.
- Truist Advisory Services, Inc.Jul 2022 to now
- Truist Investment Services Inc.Jul 2022 to now
- Truist BankApr 2019 to Jul 2022
- Bb&tFeb 2016 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7598581
- Firm CRD
- 283390