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Mark Vincent Dinora

Truist Advisory Services, Inc.

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About Mark Vincent Dinora

Mark Vincent Dinora is a financial advisor with Truist Advisory Services, Inc. with more than 16 years of experience in the financial industry. Mark has a combined Series 66 and Series 7 registration with FINRA and is also registered as an Investment Advisor Representative in Virginia. Mark has previously been registered with BB&T Securities, LLC and Capital Brokerage Corporation. Mark holds a Series 24 General Securities Principal License, is a Series 65 licensed investment advisor representative and has passed the SIE. Mark specializes in providing financial advice to individuals, businesses, high-net-worth individuals, corporations, and charitable organizations. Mark's primary office is located in Richmond, Virginia at the Truist Advisory Services, Inc. branch office.

Firm Information

Mark Dinora 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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Mark Dinora’s Registration & Firm History

VA

02/17/2021 - Present

Truist Advisory Services, Inc. (RICHMOND VA)

VA

03/07/2017 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

07/24/2009 - 06/26/2015

CAPITAL BROKERAGE CORPORATION (RICHMOND VA)

VA

06/25/2008 - 02/23/2009

CAPITAL BROKERAGE CORPORATION (RICHMOND VA)

VA

06/25/2003 - 06/20/2008

WACHOVIA SECURITIES, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 04/19/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Vincent Dinora.
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