Advisor at Truist Advisory Services
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Firm
Truist Advisory Services
Location
Lane Rocky Mount, VA 24151
Credentials
Series 66
Industry experience
17 years
Emily Young is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. She has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2015. Outside of her advisory role, she is involved with delivery services through a position at Roadie, Inc. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and various operational programs.
Based on Truist Advisory Services
Based on Truist Advisory Services
$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%
Account minimum: $100,000 Minimum fee: Plan Sponsor Services: Annual base fee of $2,500 (newly established plans)
45 Powder Creek Ln, Fl 1
Lane Rocky Mount, VA 24151
Texas · Virginia
SunTrust Advisory Services
2016 - Present (10 years)
Suntrust Investment Services
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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Cetera
CFP®, Series 63, Series 65
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Raymond James Financial
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