linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nikita Lodha

Truist Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nikita? Claim Your Profile

About Nikita Lodha

Nikita Lodha is a financial advisor registered with Truist Advisory Services, Inc. Nikita has been a financial advisor since December 1998. Nikita has been registered with Truist Advisory Services, Inc. since September 2016. Nikita's registration is active in Maryland and the District of Columbia. Prior to Truist Advisory Services, Inc. Nikita was with HSBC SECURITIES (USA) INC. and CITIGROUP GLOBAL MARKETS INC. Nikita has a Series 7, Series 63 and Series 65 license.

Firm Information

Nikita Lodha 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nikita Lodha’s Registration & Firm History

MD

09/12/2016 - Present

Truist Advisory Services, Inc. (LAUREL MD)

MD

05/04/2009 - 08/24/2012

HSBC SECURITIES (USA) INC. (ROCKVILLE MD)

DC

05/29/2007 - 05/12/2008

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

DC

12/15/1997 - 05/29/2007

CITICORP INVESTMENT SERVICES (WASHINGTON DC)

Not sure if Nikita Lodha is right for you?

Licenses & Designations

IA

Issued 02/05/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nikita Lodha.
Not sure if Nikita Lodha is right for you?