Derrick Dawkins
Investment adviser representative at Truist Advisory Services, Inc.
10 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
10 years in the industry.
- Truist Advisory Services, Inc.Nov 2024 to now
- Truist Investment Services, Inc.Jul 2024 to now
- Truist Investment Services, Inc.Jun 2023 to Aug 2023
- Harry's Seafood Bar & GrilleAug 2022 to May 2023
- DoordashMay 2022 to Aug 2022
- Brevard County Parks & RecreationJun 2021 to Aug 2021
- University of FloridaAug 2020 to May 2024
- Brevard County Parks & RecreationJun 2020 to Aug 2020
- TargetNov 2019 to Jan 2020
- Brevard County Parks & RecreationJun 2019 to Aug 2019
- Brevard County Parks & RecreationJun 2018 to Aug 2018
- Viera High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7773900
- Firm CRD
- 283390