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Gbar A Grimes

Truist Advisory Services, Inc.

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About Gbar A Grimes

Gbar A Grimes is a financial advisor with Truist Advisory Services, Inc. Gbar Grimes has been in the financial services industry since June 8, 2018. Gbar Grimes is licensed in Georgia. Gbar Grimes is affiliated with Truist Advisory Services, Inc., and previously was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Gbar Grimes is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC and located in Atlanta, GA. The firm has over 2,000 investment advisor representatives and manages over $61 billion in assets for a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. Truist Advisory Services offers a variety of advisory services, including financial planning, portfolio management, and wrap fee programs. The firm also publishes periodicals and provides selection of other advisers services.
Truist Advisory Services, Inc.

6095 PEACHTREE INDUSTRIAL BLVD

NORCROSS, GA 30092

$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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Gbar Grimes’s Registration & Firm History

GA

07/31/2023 - Present

Truist Advisory Services, Inc. (NORCROSS GA)

RI

03/16/2018 - 05/02/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

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Licenses & Designations

BOTH

Issued 5/4/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/27/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/16/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gbar A Grimes. Review regulatory record here.
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