Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brackett Priddy is an investment advisor representative at Truist Advisory Services, Inc.. Robert has been in the industry since 1983, with experience at several other firms including BB&T SECURITIES, LLC, Scott & Stringfellow, LLC, SunTrust Investment Services, Inc., SunTrust Capital Markets, Inc., Deutsche Bank Securities Inc., and Alex. Brown & Sons Incorporated. Robert holds the Series 63, Series 65, Series 7 and SIE securities licenses.
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
04/01/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
06/27/2005 - 04/09/2010
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
GA
07/01/2002 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NY
01/13/2001 - 07/11/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
10/20/1983 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 06/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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