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Lori Diane McGuire

Truist Advisory Services, Inc.

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About Lori Diane McGuire

Lori McGuire is a financial advisor with Truist Advisory Services, Inc. Lori has been in the industry since 2000 and holds Series 6 and Series 63 licenses. Lori is a Chartered Financial Consultant and specializes in providing financial planning services to individuals and businesses. Lori has experience working with clients of all ages and income levels. Lori is committed to providing personalized advice to help clients achieve their financial goals.

Firm Information

Lori McGuire is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$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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Lori McGuire’s Registration & Firm History

WV

12/12/2024 - Present

Truist Advisory Services, Inc. (CHARLESTON WV)

WV

05/19/2011 - 12/31/2013

BB&T INVESTMENT SERVICES, INC. (CHARLESTON WV)

WV

08/14/2000 - 05/02/2011

BB&T INVESTMENT SERVICES, INC. (CHARLESTON WV)

WV

04/05/1999 - 11/02/2000

ONE VALLEY SECURITIES CORPORATION (CHARLESTON WV)

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Licenses & Designations

BC

Issued 10/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Diane McGuire.
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