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Carson James Doles

Truist Advisory Services, Inc.

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About Carson James Doles

Carson James Doles is an investment advisor representative with Truist Advisory Services, Inc. Carson has been in the industry since 2023. Carson is registered with the state of Alabama as an investment advisor representative. Carson is also registered with the state of Alabama as a broker. Carson has passed the Series 66 Uniform Combined State Law Examination, the Series 7TO General Securities Representative Examination, and the SIE Securities Industry Essentials Examination. Carson specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations and businesses.

Firm Information

Carson Doles 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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Carson Doles’s Registration & Firm History

AL

08/01/2024 - Present

Truist Advisory Services, Inc. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 07/31/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carson James Doles.
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