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Jarrod Daniel Gould

Advisor at Truist Advisory Services — Shallote, NC

Updated today

Credentials

Series 66

Experience

15 years

Location

Shallote, NC 28470

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

Jarrod Gould is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked within the Truist organization and its predecessors since 2015, including roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third-party platforms and AI-enabled research tools.

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

Shallote, NC

100 Shallotte Crossing Pkwy

Shallote NC 28470

Advisors at this office

1

Most active in

North Carolina · Texas

Work history

15 years of industry experience

Truist Advisory Services

2021 - Present • 5 years

Atlanta, GA

Truist Investment Services, INC.

2021 - Present • 5 years

Little River, SC

Bb&T Securities, Llc

2018 - 2021 • 3 years

Ocean Isle Beach, NC

Bbtis

2015 - 2018 • 3 years

Sunset Beach, NC

Merrill

2011 - 2015 • 4 years

Disclosures

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

Business activities & affiliations

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Brian H

Series 63, Series 65

Bolivia, NC

Coastal Carolina Financial Partners LLC

Brian Hilker is a financial advisor at Coastal Carolina Financial Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FBA Wealth Management, Realty One Group, and The Prudential Insurance Company of America. Hilker is licensed to offer life insurance and annuities in North Carolina. Coastal Carolina Financial Partners primarily serves individual investors, including some high-net-worth clients, as well as a small number of business clients. The firm provides portfolio management and investment advisory services on a non-discretionary, consultative basis, focusing on fundamental security analysis and a generally conservative strategy using stocks, bonds, mutual funds, and ETFs.

Active portfolio management Options & derivatives strategies
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David P

Series 65, Series 63, Series 66

Bolivia, NC

Liberty Square Wealth Partners LLC

David Pope is a financial advisor with Liberty Square Wealth Partners LLC, holding Series 65, 63, and 66 licenses and one year of industry experience. He previously worked at Andalusian LLC and CVSA LLC. Outside of his advisory role, David is a musician who performs as a keyboardist and vocalist. Liberty Square Wealth Partners serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, providing wealth management, financial planning, and retirement plan advisory services. The firm focuses on long-term investment strategies using both fundamental and technical analysis to create diversified portfolios primarily composed of ETFs and mutual funds.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Robert G

Series 63, Series 65

Bolivia, NC

Riggs Asset Management Co Inc

Robert Graham is a financial advisor with Riggs Asset Management Co Inc in Bolivia, NC, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including 36 years at Riggs Asset Management Company, Inc. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and uses a diversified investment process across equities, fixed income, ETFs, and mutual funds, including potential cryptocurrency exposure through ETFs and direct indexing via an unaffiliated sub-advisor.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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Herman D

ChFC®, Series 63

Little River, SC

Macro Advisors, Inc.

Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Retirement income strategy Income planning Active portfolio management Options & derivatives strategies General retirement planning Retired Founder/Business Owner
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Trent R

Series 65, Series 63

Shallotte, NC

Buck Wealth Strategies, LLC

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked with multiple firms including Symphony One Capital Management and Equitable Advisors. Outside of financial advising, he serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach, integrating tactical asset allocation and options strategies, and frequently utilizes third-party money managers and financial-planning tools.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Wealth management Founder/Business Owner Executive Established Professionals
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Evan C

Series 65

Shallotte, NC

Buck Wealth Strategies, LLC

Evan Cutler is a financial advisor at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at John Ingraham, LLC and Midland National Annuity. Outside of advising, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease through the Pushups for Parkinsons initiative. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and is notable for its use of options strategies and integration of outside money managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Wealth management Founder/Business Owner Executive Established Professionals
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