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Tina Burr Trew

Truist Advisory Services, Inc.

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About Tina Burr Trew

Tina Burr Trew is a financial advisor at Truist Advisory Services, INC. located in Hixson, Tennessee. Tina has been in the financial industry since 1989. Before joining Truist Advisory Services, INC., Tina worked at First Allied Securities, INC., Keogler, Morgan & Company, INC., Mid-Atlantic Securities, INC., and Raymond James & Associates, INC. Tina is registered in Alabama, Arkansas, Florida, Georgia, Mississippi, North Carolina and Tennessee. Tina is also a Registered Investment Advisor in Tennessee. Tina holds the following licenses and certifications: Series 63, Series 66, Series 7 and Series 24.

Firm Information

Tina Trew is currently registered with Truist Advisory Services, Inc.. TRUIST ADVISORY SERVICES, INC. is an investment advisor registered with the SEC and headquartered in Atlanta, Georgia. They serve individuals, high-net-worth individuals, corporations, charitable organizations, and other client types. They offer financial planning, portfolio management, and other services. The firm has approximately 2,079 investment advisor representatives and $61.37 billion in regulatory assets under management.
Truist Advisory Services, Inc.

1969 NORTHPOINT BLVD

HIXSON, TN 37343

$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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Tina Trew’s Registration & Firm History

TN

09/13/2016 - Present

Truist Advisory Services, Inc. (HIXSON TN)

CA

02/12/1996 - 01/02/1997

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

GA

04/26/1994 - 02/14/1996

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

NC

09/30/1991 - 05/03/1994

MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)

FL

01/24/1989 - 10/04/1991

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 1/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 1/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tina Burr Trew.
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