Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Thornton is a financial advisor with Truist Advisory Services, Inc. located in Apex, NC. Brian has over 20 years of experience in the financial services industry. He has a strong understanding of investment strategies and is committed to helping clients achieve their financial goals. Prior to joining Truist Advisory Services, Inc., Brian was with BB&T Securities, LLC and BB&T Investment Services, Inc.. Brian holds a Series 7, Series 63, and Series 66 licenses. He has also earned the SIE designation. Brian specializes in providing financial planning, investment management, and retirement planning services. He is committed to building long-term relationships with clients and providing them with personalized financial guidance.
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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NC
02/17/2021 - Present
Truist Advisory Services, Inc. (APEX NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
04/18/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (APEX NC)
NC
03/03/2006 - 04/06/2006
JEFFERSON PILOT SECURITIES CORPORATION (RALEIGH NC)
NC
10/15/2002 - 02/28/2006
EDWARD JONES (GARNER NC)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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