Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Lyman Hughey is a financial advisor with Truist Advisory Services, Inc., registered in Virginia. Harold has a long history in the financial industry, starting his career in 2006 and working at both BB&T Securities, LLC and Truist Investment Services, Inc. before joining Truist Advisory Services, Inc. in 2020. Harold holds several industry certifications, including the Series 7, 63, and 65 licenses, as well as the SIE, and has extensive experience providing financial advice to individuals and businesses. Harold focuses on portfolio management for businesses and individuals, financial planning, and utilizing a Wrap Fee product.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
09/14/2020 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
02/23/2021 - 06/29/2021
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
11/05/2015 - 02/24/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BC
Issued 1/25/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 8/8/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 1/18/2024
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 57 - Securities Trader Exam
BC
Issued 11/5/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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