Elizabeth Kiper
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.Jul 2025 to now
- Truist Investment Services, Inc.Jul 2024 to now
- Truist Advisory Services, Inc.Nov 2024 to Jun 2025
- Slade and Collins InsuranceJan 2024 to Jun 2024
- Corto LimaOct 2023 to Nov 2023
- University of KentuckyAug 2023 to May 2024
- TruistJun 2023 to Aug 2023
- Istituto Lorezon De' MediciJan 2023 to May 2023
- Coastal CloudJun 2022 to Oct 2022
- The Signature Club of LansdowneJun 2022 to Aug 2022
- Hayflich CastleJul 2021 to Dec 2021
- The Signature Club of LansdowneMay 2021 to Sep 2021
- University of KentuckyAug 2020 to Dec 2022
- Spencer Business SolutionsJun 2020 to Jul 2021
- Ymca of Central KentuckyJan 2019 to Jan 2021
- Frederick Douglass High SchoolAug 2017 to May 2020
- Henry Clay High SchoolAug 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7790902
- Firm CRD
- 283390