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Vikram Kamil Shah

Truist Advisory Services, Inc.

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About Vikram Kamil Shah

Vikram Kamil Shah is an investment advisor representative with Truist Advisory Services, Inc. Vikram has been working in the industry since August 6, 1992 and is registered in 45 states. Vikram is also a registered Investment Advisor in Florida, Rhode Island and Texas. He specializes in portfolio management for individuals and businesses.

Firm Information

Vikram Shah 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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Vikram Shah’s Registration & Firm History

FL

10/04/2021 - Present

Truist Advisory Services, Inc. (WINTER SPRINGS FL)

FL

07/25/1995 - 07/17/2000

INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)

MD

06/01/1992 - 05/18/1995

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 03/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1995

Series 7 - General Securities Representative Examination

BC

Issued 04/30/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vikram Kamil Shah.
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