Leah Aquino Echols
Investment adviser representative at Truist Advisory Services, Inc.
10 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
10 years in the industry.
- Truist Advisory Services, Inc.Apr 2026 to now
- Truist Investment Services, Inc.Apr 2026 to now
- Luv 2 Travel and ToursApr 2023 to now
- Wells Fargo Bank, NAJul 2023 to Feb 2025
- Wells Fargo Clearing Services, LLCJul 2023 to Feb 2025
- UnemploymentMar 2022 to Jul 2023
- Truist BankApr 2016 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7785420
- Firm CRD
- 283390