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Sabrina Bennett Southworth

Truist Advisory Services, Inc.

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About Sabrina Bennett Southworth

Sabrina Southworth is an investment advisor representative with Truist Advisory Services, Inc.. Sabrina has been in the industry for over 9 years and has experience with both individual and business clients. Sabrina offers financial planning, portfolio management, and wrap fee products. Sabrina has held past registration with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, Ally Invest Securities LLC, Wells Fargo Clearing Services, LLC, Cetera Financial Specialists LLC, and Navy Federal Brokerage Services, LLC.

Firm Information

Sabrina Southworth 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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Sabrina Southworth’s Registration & Firm History

VA

09/06/2024 - Present

Truist Advisory Services, Inc. (FREDERICKSBURG VA)

VA

01/25/2023 - 08/05/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN ALLEN VA)

FL

10/22/2021 - 12/08/2022

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

NC

05/28/2021 - 08/27/2021

ALLY INVEST SECURITIES LLC (Charlotte NC)

MO

08/19/2020 - 05/05/2021

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

VA

12/07/2017 - 07/06/2018

CETERA FINANCIAL SPECIALISTS LLC (RUTHER GLEN VA)

VA

03/20/2015 - 05/06/2016

NAVY FEDERAL BROKERAGE SERVICES, LLC (STAFFORD VA)

VA

10/21/2014 - 03/11/2015

WELLS FARGO ADVISORS, LLC (SPOTSYLVANIA VA)

VA

10/13/2010 - 12/05/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICKSBURG VA)

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Licenses & Designations

BOTH

Issued 07/05/2021

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/29/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sabrina Bennett Southworth.
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