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Carol Derenburger Rollins

Truist Advisory Services, Inc.

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About Carol Derenburger Rollins

Carol Derenburger Rollins has been an active advisor in the financial industry for over 25 years. Carol is a registered representative with Truist Advisory Services, Inc., and offers a range of financial services, including portfolio management for both individuals and businesses, financial planning and publication of periodicals. Carol is registered in over 50 states and has a strong track record of providing quality financial advice to her clients.

Firm Information

Carol Rollins is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carol Rollins’s Registration & Firm History

WV

02/17/2021 - Present

Truist Advisory Services, Inc. (CHARLESTON WV)

VA

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

WV

01/17/2012 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (CHARLESTON WV)

WV

10/01/2008 - 01/10/2012

J.P. MORGAN SECURITIES LLC (CHARLESTON WV)

WV

09/07/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (CHARLESTON WV)

WV

12/09/1996 - 08/15/2006

CITIGROUP GLOBAL MARKETS INC. (CHARLESTON WV)

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Licenses & Designations

BOTH

Issued 05/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/21/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carol Derenburger Rollins.
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