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Ronald Edward Talley

Truist Advisory Services, Inc.

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About Ronald Edward Talley

Ronald Talley is an investment advisor representative with Truist Advisory Services, Inc. Ronald has been in the industry since 1996 and has experience working with both individuals and businesses. Ronald is a registered investment advisor in Pennsylvania and Texas. Ronald offers a range of services to clients, including financial planning, portfolio management, and wrap fee products. Ronald is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Ronald Talley 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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Ronald Talley’s Registration & Firm History

PA

09/10/2021 - Present

Truist Advisory Services, Inc. (WARMINSTER PA)

PA

08/18/2014 - 01/04/2021

SANTANDER SECURITIES LLC (DOYLESTOWN PA)

PA

03/16/2009 - 08/08/2014

CCO INVESTMENT SERVICES CORP. (PHILADELPHIA PA)

PA

10/01/2000 - 03/10/2009

WACHOVIA SECURITIES, LLC (PHILADELPHIA PA)

NC

01/12/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

PA

04/22/1992 - 04/04/1995

VANGUARD MARKETING CORPORATION (MALVERN PA)

NJ

09/13/1991 - 04/06/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

09/13/1991 - 04/06/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 03/05/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/10/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ronald Edward Talley. Review regulatory record here.
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