Unclaimed
Leigh Ann St john is a registered representative with Truist Advisory Services, Inc., having joined the firm in February of 2021. Leigh Ann has over 17 years of experience in the financial industry, having previously been with BB&T Securities, LLC and BB&T Investment Services, Inc. Leigh Ann has a wide range of experience and expertise in the industry and holds a Series 6, Series 7, Series 63 and Series 65. Leigh Ann is registered in 25 states.
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.
1
2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
01/12/2005 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RALEIGH NC)
IA
Issued 02/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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