Addison Lin
Investment adviser representative at Truist Advisory Services, Inc.
11 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
11 years in the industry.
- Truist Advisory Services, Inc.Jun 2025 to now
- Truist Investment Services, IncFeb 2025 to now
- First Citizens BankJun 2024 to Jan 2025
- First Citizens Investor ServicesJun 2024 to Jan 2025
- North Carolina State UniversityAug 2023 to May 2024
- First Citizens BankMay 2023 to Aug 2023
- North Carolina State UniversityAug 2022 to May 2023
- First Citizens BankJun 2022 to Aug 2022
- Carolina Country ClubMar 2021 to Sep 2022
- North Carolina State UniversityAug 2020 to May 2021
- Saint Stephens High SchoolAug 2015 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7942986
- Firm CRD
- 283390