Unclaimed
Luther Kirkpatrick Wiles is a financial advisor with Truist Advisory Services, Inc. Luther has been in the financial services industry since 1980. Luther is a registered representative of Truist Advisory Services, Inc. in Virginia and has a Series 65 license as an Investment Advisor Representative in Texas. Luther has also held prior registrations with several other firms over the course of their career.
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 12/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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