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Kenneth V Persson

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.

  1. Truist Advsory Services, Inc.Aug 2026 to now
  2. Truist Invetment Services, Inc.Aug 2026 to now
  3. Truist Advisory Services, Inc.Jun 2026 to now
  4. Truist Ivestment Services, IncMar 2026 to Aug 2026
  5. Truist BankAug 2022 to Mar 2026
  6. Tesla CollisionMay 2021 to Jun 2022
  7. Caliber CollisionMar 2018 to May 2021
  8. Seacoast BankJan 2017 to Mar 2018
  9. Bank UnitedMar 2016 to Dec 2016

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
8234159
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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