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Dustin Ryan Ainsworth

Advisor at Truist Advisory Services — Elkin, NC

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Elkin, NC 28621

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,974

Across 647 offices

Clients per advisor

64 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Dustin Ainsworth is a financial advisor with Truist Advisory Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Truist, he worked four years at Sheffield Financial and has experience spanning roles in both finance and other industries. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$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%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services

Location

See office

Elkin, NC

1661 N Bridge St, Fl 1

Elkin NC 28621

Advisors at this office

2

Most active in

North Carolina

Work history

< 1 year of industry experience

Truist Investment Services, Inc

2026 - Present • 1 year

Elkin, NC

Truist Advisory Services, INC

2026 - Present • 1 year

Elkin, NC

Truist Advisory Services, INC

2026 - 2026 • 1 year

Statesville, NC

Truist Investment Services, Inc

2026 - 2026 • 1 year

Statesville, NC

Light Stream

2025 - 2026 • 1 year

Winston Salem, NC

Sheffield Financial

2021 - 2025 • 4 years

Winston Salem, NC

Old Dominion Freight Line

2020 - 2021 • 1 year

Greensboro, NC

Lowes home Improvement

2019 - 2020 • 1 year

Winston Salem, NC

Johnson Brothers Liquor Co.

2018 - 2019 • 1 year

Charlotte, NC

Windham Wine Distributors

2015 - 2017 • 2 years

Wilmington, NC

University Of North Carolina

2015 - 2018 • 3 years

Wilmington, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Andrew M

Series 63, Series 65

State Road, NC

SteelPeak Wealth, LLC

Andrew Moss is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for seven years and DASH Financial LLC for seven years before joining SteelPeak Wealth in 2026. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, and family offices, offering financial planning, portfolio management, and alternative investment consulting. The firm uses proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy and provides access to private placements and third-party alternatives through its SteelPeak Alternative Solutions program.

Private / alternative investments Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired Executive
user avatar

Justin H

Series 63, Series 65

Elkin, NC

Truist Advisory Services

Justin Hall is a financial advisor with Truist Advisory Services in Elkin, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Truist Advisory Services and its affiliated firms since 2014, including roles at Bb&T Securities and BB&T Investment Services. Truist Advisory Services offers investment consulting and advisory services to a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, integrates third-party manager platforms, and maintains extensive inter-affiliate relationships to support its AMC Advantage manager-selection program.

Founder/Business Owner Executive
user avatar

Sheff O

Series 63, Series 65

Dobson, NC

Oppenheimer

Sheff Olinger III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 2000 to 2003. Outside of advising, he manages farming equipment and leases farmland through a local LLC in North Carolina. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs, including discretionary and non-discretionary asset management, financial planning, and consulting services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner

Aaron M

CFP®, ChFC®, Series 66

Jonesville, NC

Edward Jones

Aaron Misenheimer is a financial advisor with Edward Jones in Jonesville, NC, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is an artist for Conn trombones and serves as a supply preacher at area churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Frank B

Series 63, Series 66

Elkin, NC

Edward Jones

Frank Beals is a financial advisor with Edward Jones in Elkin, NC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he serves on the boards of the Surry Community College Athletics Knights Foundation and the Hugh Chatham Memorial Hospital Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Paul B

CFP®, Series 63, Series 65, Series 66

Dobson, NC

Edward Jones

Paul Bunke Sr. is a financial advisor with Edward Jones in Dobson, NC, holding CFP® and multiple securities licenses with 30 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he is the founder and president of Bunke Family Ministries, a faith-based organization focused on supporting families facing adversity and educating the community about the dangers of drinking and driving. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branches.

Retirement income strategy Wealth management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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