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Edmond Darby Henley

Truist Advisory Services, Inc.

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About Edmond Darby Henley

Edmond Darby Henley is a financial advisor with Truist Advisory Services, Inc. Edmond has been a registered investment advisor since 2020. Edmond has 33 years of experience in the financial industry. Edmond specializes in providing financial advice to individuals, businesses, corporations, high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit sharing plans. Edmond is licensed to provide investment advice in all 50 states.

Firm Information

Edmond Henley 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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Edmond Henley’s Registration & Firm History

NC

11/17/2020 - Present

Truist Advisory Services, Inc. (CHARLOTTE NC)

VA

11/20/2015 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

AL

10/11/2011 - 05/13/2015

MORGAN STANLEY (BIRMINGHAM AL)

NC

12/20/1988 - 09/20/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)

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Licenses & Designations

IA

Issued 08/11/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1988

Series 63 - Uniform Securities Agent 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 12/07/1994

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/1995

Series 3 - National Commodity Futures Examination

BC

Issued 12/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edmond Darby Henley.
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