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Jamie Lynn Hudgins

Truist Advisory Services, Inc.

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About Jamie Lynn Hudgins

Jamie Lynn Hudgins is an investment advisor representative with Truist Advisory Services, Inc. Jamie has been working in the financial services industry since September 29, 1998. Jamie is registered in 23 states and the District of Columbia. Jamie holds the Series 7, Series 63, Series 66, and Series 26 licenses and has passed the SIE exam. Jamie has previously been employed at SunTrust Investment Services, Inc. and American Express Financial Advisors Inc. Jamie also owns and manages a rental property.

Firm Information

Jamie Hudgins 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.

9200 CHURCH STREET

MANASSAS, VA 20110

$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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Jamie Hudgins’s Registration & Firm History

VA

10/16/2019 - Present

Truist Advisory Services, Inc. (MANASSAS VA)

VA

03/13/2003 - 10/16/2019

SUNTRUST INVESTMENT SERVICES, INC. (DALE CITY VA)

MN

09/30/1998 - 03/19/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/30/1998 - 03/19/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 8/6/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Lynn Hudgins.
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