David Brendan Perkins
Investment adviser representative at Truist Advisory Services, Inc.
13 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
13 years in the industry.
- Truist Advisory Services, Inc.Apr 2026 to now
- Truist Investment ServicesJan 2026 to now
- Freight Transportation Systems LLCJul 2024 to Jan 2026
- Global Reliable Logistics Inc.May 2023 to Jul 2024
- J.S.J Unlimited LLCMar 2022 to May 2023
- Perkins Auto DetailingJan 2020 to Mar 2023
- Ipg Production GroupMar 2019 to Dec 2019
- Lake Sumter State CollegeAug 2017 to Mar 2019
- Ruby TuesdayMay 2017 to Aug 2018
- Leesburg High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8212894
- Firm CRD
- 283390