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Edward George David

Truist Securities, Inc.

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About Edward George David

Edward George David is a financial professional with over 20 years of experience in the securities industry. Currently, Edward is registered with Truist Securities, Inc. in North Carolina. Edward has held previous roles with WELLS FARGO SECURITIES, LLC and COASTAL DISCOUNT STOCKBROKERS, INC. Edward holds several industry licenses, including the Series 7, 63, 24, 52, 53, 55, 57, 99, and SIE. Edward also holds the Series 10 and Series 65 licenses.

Firm Information

Edward David is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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.

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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Edward David’s Registration & Firm History

NC

06/06/2024 - Present

Truist Securities, Inc. (CHARLOTTE NC)

NC

01/18/2006 - 10/24/2023

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

NC

05/15/2003 - 12/31/2004

COASTAL DISCOUNT STOCKBROKERS, INC. (WILMINGTON NC)

NC

07/28/1999 - 07/13/2002

COASTAL DISCOUNT STOCKBROKERS, INC. (WILMINGTON NC)

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Licenses & Designations

IA

Issued 12/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/02/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/20/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2004

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/27/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Edward George David.
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