Advisor at Truist Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Truist Advisory Services
Location
Clinton, NC 28328
Credentials
Series 63, Series 65, Series 66
Industry experience
30 years
Katherine Pope is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Her career includes roles at Truist Investment Services, Bb&T Securities, and BB&T Investments. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.
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)
501 Warsaw Rd
Clinton, NC 28328
North Carolina
Truist Advisory Services
2021 - Present (5 years)
Truist Investment Services, Inc.
2021 - Present (5 years)
Bb&T Securities, Llc
2018 - 2021 (3 years)
BB&T Investments
2006 - 2021 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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
Clinton, NC
CP Advisors, Inc.
CFP®
Clinton, NC
CP Advisors, Inc.
CFP®, Series 65
Clinton, NC
CP Advisors, Inc.
Series 66
Clinton, NC
OSAIC Institutions, INC.
Series 63, Series 65
Clinton, NC
Credit Union Investment Services
Series 66
Clinton, NC
Edward Jones
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