Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Giles is a financial advisor at Truist Advisory Services, Inc. Richard has been in the industry since 1983 and has experience in a number of areas including financial planning, portfolio management and publication of periodicals. Richard is a registered investment advisor in South Carolina and Texas.
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
SC
04/15/2021 - Present
Truist Advisory Services, Inc. (MT PLEASANT SC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
10/15/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (MT. PLEASANT SC)
SC
06/24/1994 - 10/22/2010
UBS FINANCIAL SERVICES INC. (CHARLESTON SC)
MO
04/06/1990 - 06/23/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
10/31/1983 - 04/20/1990
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 07/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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