Erin Joi Clark
Investment adviser representative at Truist Advisory Services, Inc.
21 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
21 years in the industry.
- Truist Advisory Services, Inc.Apr 2025 to now
- Truist Investment Services, IncJul 2024 to now
- Truist Bank WealthApr 2019 to Jul 2024
- PNC Wealth ManagementNov 2016 to Apr 2019
- Truist BankFeb 2005 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7961824
- Firm CRD
- 283390