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Judith Lynn Merrick

Truist Securities, Inc.

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About Judith Lynn Merrick

Judith Lynn Merrick is a financial professional with over 20 years of experience in the industry. Judith is currently registered with Truist Securities, Inc. and has been with the firm since 2002. Prior to that, Judith worked at KPMG Corporate Finance LLC in Chicago, Illinois and SunTrust Equitable Securities in Atlanta, Georgia. Judith has a strong background in securities and investment advisory services and is licensed to conduct business in 52 states.

Firm Information

Judith Merrick 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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Judith Merrick’s Registration & Firm History

GA

01/11/2002 - Present

Truist Securities, Inc. (ATLANTA GA)

IL

11/30/2000 - 08/06/2001

KPMG CORPORATE FINANCE LLC (CHICAGO IL)

GA

04/26/1999 - 11/20/2000

SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)

NA

07/28/1998 - 11/03/1998

SUNTRUST EQUITABLE SECURITIES

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Licenses & Designations

BC

Issued 07/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/24/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/27/1998

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 Judith Lynn Merrick.
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