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Sukja Suzanne Kim

Truist Advisory Services, Inc.

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About Sukja Suzanne Kim

Sukja Suzanne Kim is a financial advisor at Truist Advisory Services, Inc. with over 27 years of experience in the financial services industry. Sukja Suzanne Kim is registered with the state of Virginia and has Series 6, 7, 24, 26, 63 and 66 securities licenses. Sukja Suzanne Kim also holds the Certified Financial Planner designation. Sukja Suzanne Kim previously worked at BB&T Securities, LLC and BB&T Investment Services, Inc. Sukja Suzanne Kim provides financial planning and portfolio management services to individual and corporate clients.

Firm Information

Sukja Kim 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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Sukja Kim’s Registration & Firm History

VA

02/17/2021 - Present

Truist Advisory Services, Inc. (MCLEAN VA)

VA

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

01/27/2009 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (FAIRFAX VA)

VA

03/15/2004 - 12/31/2008

BB&T INVESTMENT SERVICES, INC. (FAIRFAX VA)

GA

06/13/2000 - 08/20/2002

SUNTRUST SECURITIES, INC. (ATLANTA GA)

CA

01/31/1997 - 06/19/1998

FN INVESTMENT CENTER (SACRAMENTO CA)

WI

10/11/1994 - 01/31/1997

INVEST FINANCIAL CORPORATION (APPLETON WI)

MN

09/03/1991 - 07/12/1994

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 10/31/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2006

Series 24 - General Securities Principal Examination

BC

Issued 11/24/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/30/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sukja Suzanne Kim.
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