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Michelle Lynn Meeks

Truist Advisory Services, Inc.

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About Michelle Lynn Meeks

Michelle Meeks is a financial advisor with Truist Advisory Services, Inc. based in LAKE MARY, FL. Michelle is a registered representative with FINRA and a licensed investment advisor in multiple states. Michelle has over 20 years of experience in the financial services industry. Michelle holds a Series 7, 24, and 66 license, as well as the SIE exam. She is a Certified Financial Planner™. Michelle specializes in financial planning, portfolio management for individuals and businesses, and providing educational seminars to clients.

Firm Information

Michelle Meeks 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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Michelle Meeks’s Registration & Firm History

FL

03/13/2017 - Present

Truist Advisory Services, Inc. (LAKE MARY FL)

NY

11/08/2002 - 06/10/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

MA

08/15/2000 - 11/27/2002

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/15/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Lynn Meeks.
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