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Alexis W Anthony

Truist Investment Services, Inc.

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About Alexis W Anthony

Alexis Anthony is a financial advisor with Truist Investment Services, Inc.. Alexis has been in the financial industry since 2007. Alexis holds Series 6 and Series 63 licenses. Alexis is registered with FINRA and has been registered in 53 states and jurisdictions.

Firm Information

Alexis Anthony is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alexis Anthony’s Registration & Firm History

NC

02/17/2021 - Present

Truist Investment Services, Inc. (CHARLOTTE NC)

NC

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (CHARLOTTE NC)

NC

11/28/2017 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

12/04/2006 - 05/30/2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 04/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexis W Anthony.
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