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Randall scott West

Truist Advisory Services, Inc.

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About Randall scott West

Randall Scott West is a financial advisor at Truist Advisory Services, Inc., with over 27 years of experience in the financial industry. Randall Scott West is registered with the state of North Carolina and Texas as a Registered Investment Advisor. Randall Scott West also has a Series 7, Series 63 and Series 65 license. Randall Scott West previously worked at BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Investment Services, Inc., Wachovia Securities, LLC, and Wachovia Securities, Inc. and Wachovia Brokerage Service. Randall Scott West specializes in providing financial advice to individuals, corporations and high net worth individuals. Randall Scott West is also registered with the Securities Industry and Financial Markets Association (FINRA) and the Financial Industry Regulatory Authority (FINRA).

Firm Information

Randall scott West 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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Randall scott West’s Registration & Firm History

NC

04/15/2021 - Present

Truist Advisory Services, Inc. (WILLIAMSTON NC)

VA

11/29/2017 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

NC

10/23/2009 - 11/30/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSTON NC)

NC

10/30/2003 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENVILLE NC)

MO

06/15/2002 - 10/31/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

02/14/2000 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NC

02/14/1995 - 02/14/2000

WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)

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Licenses & Designations

IA

Issued 12/31/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randall scott West.
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