Spencer Rife
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.Jan 2026 to now
- Truist Investment Services, Inc.Jan 2026 to now
- UnemployedJun 2025 to Dec 2025
- Milligan UniversityAug 2023 to May 2025
- Georgia Gwinnett CollegeAug 2022 to May 2023
- Patrick Henry Community CollegeAug 2020 to May 2022
- Randolph-macon CollegeAug 2019 to May 2020
- Crunch FitnessNov 2018 to Feb 2019
- Godwin High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
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
- 8209827
- Firm CRD
- 283390