Invested Better
Unclaimed

Unclaimed

Unclaimed

Earnest Ruby Smith

Truist Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Earnest? Claim Your Profile

About Earnest Ruby Smith

Earnest Ruby Smith is a financial advisor with Truist Advisory Services, Inc., with over 20 years of experience in the industry. Earnest has a broad range of experience, having worked with several firms, including Allstate Financial Services, LLC and American Express Financial Advisors Inc. Earnest holds licenses in a number of states and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. In addition to being a Certified Financial Planner, Earnest also has experience in publishing and speaking.

Firm Information

Earnest Smith 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Earnest Smith’s Registration & Firm History

TN

11/13/2017 - Present

Truist Advisory Services, Inc. (NASHVILLE TN)

NE

01/03/2001 - 08/24/2005

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

MN

04/29/1999 - 01/12/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/29/1999 - 01/12/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Earnest Ruby Smith is right for you?

Licenses & Designations

BC

Issued 02/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 02/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Earnest Ruby Smith. Review regulatory record here.
Not sure if Earnest Ruby Smith is right for you?