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Sarah Huey Vann

Truist Investment Services, Inc.

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About Sarah Huey Vann

Sarah Huey Vann is a financial advisor with Truist Investment Services, Inc. Sarah has been in the financial services industry since September 14, 2003. Sarah has a variety of experience in the financial services industry, having worked at several firms including BB&T Securities, LLC, BB&T Investment Services, Inc., BBVA Securities Inc., Country Capital Management Company, Signator Investors, Inc., and VALIC Financial Advisors, Inc..

Firm Information

Sarah Vann is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

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.

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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Sarah Vann’s Registration & Firm History

AL

02/17/2021 - Present

Truist Investment Services, Inc. (MONTGOMERY AL)

AL

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (MONTGOMERY AL)

AL

05/21/2014 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (MONTGOMERY AL)

AL

01/07/2014 - 05/21/2014

BBVA SECURITIES INC. (MONTGOMERY AL)

AL

02/29/2012 - 01/08/2013

COUNTRY CAPITAL MANAGEMENT COMPANY (PIKE ROAD AL)

AL

06/10/2010 - 08/25/2010

SIGNATOR INVESTORS, INC. (MONTGOMERY AL)

AL

02/12/2001 - 05/11/2010

VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)

TX

02/12/2001 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 01/21/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Huey Vann.
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