Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luther? Claim Your ProfileLuther Kirkpatrick Wiles is a financial advisor currently working at Truist Advisory Services, Inc. with a branch office in Alexandria, Virginia. Luther has been working in the financial industry since 1980 and has been with Truist Advisory Services, Inc. since February 2021. Luther previously worked at BB&T Securities, LLC and Scott & Stringfellow, LLC. Luther has an active Series 65 and 63 license and also passed the SIE and Series 7 exam. Luther also holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination.
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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2
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (ALEXANDRIA VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
02/13/2009 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (ALEXANDRIA VA)
DC
09/27/2002 - 03/04/2009
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
NY
01/13/2001 - 10/10/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
01/15/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
03/16/1981 - 01/24/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/25/1981 - 12/12/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
01/19/1980 - 04/16/1981
A. G. EDWARDS & SONS, INC.
IA
Issued 12/7/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/15/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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