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Scott Allen Tilley

Truist Advisory Services, Inc.

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About Scott Allen Tilley

Scott Allen Tilley is a financial advisor with Truist Advisory Services, Inc. Scott has been in the financial services industry since 1988. Scott has Series 7, Series 10, Series 9, Series 31, Series 63 and Series 65 licenses. Scott is a Chartered Financial Analyst (CFA) and holds registrations in 19 states, including North Carolina, Texas, Florida, and Virginia. Scott provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Scott is also a director of the High Point Economic Development Corporation, the High Point Chamber of Commerce, and the High Point Downtown Stadium Foundation.

Firm Information

Scott Tilley 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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Scott Tilley’s Registration & Firm History

NC

04/15/2021 - Present

Truist Advisory Services, Inc. (HIGH POINT NC)

VA

05/08/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

NC

08/24/2000 - 06/06/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HIGH POINT NC)

VA

05/05/1999 - 09/08/2000

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

VA

03/10/1995 - 05/05/1999

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

NJ

02/24/1992 - 04/26/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

VA

09/20/1988 - 03/23/1992

SCOTT & STRINGFELLOW INVESTMENT CORPORATION (RICHMOND VA)

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Licenses & Designations

IA

Issued 12/06/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/05/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Scott Allen Tilley. Review regulatory record here.
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