Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bray has been a registered investment advisor for over 16 years. Adam is currently registered with Truist Advisory Services, Inc., where he offers financial planning and portfolio management services for individuals and businesses. Adam has a strong background in the financial services industry, having previously worked at firms such as BB&T Securities, LLC, BB&T Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Adam holds FINRA Series 7 and Series 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
03/06/2023 - Present
Truist Advisory Services, Inc. (WINSTON-SALEM NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
01/12/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MOCKSVILLE NC)
NC
10/03/2011 - 01/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
NC
04/23/2007 - 11/12/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
09/28/2006 - 03/27/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 02/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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