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.
Location
Johnsonville, SC
Credentials
Series 66
Industry experience
17 years
Staci Goins is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds the Series 66 designation and has worked with Truist and its predecessor firms since 2013. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions utilizing 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 for newly established plans Fee-only: Investment consulting fees can be fixed dollar or percentage of assets, negotiable
Johnsonville, SC
South Carolina
Truist Investment Services, INC.
2022 - Present (4 years)
Truist Advisory Services
2022 - Present (4 years)
Truist Advisory Services
2021 - 2022 (1 year)
Truist Investment Services, INC.
2021 - 2022 (1 year)
Bb&T Securities, Llc
2013 - Present (13 years)
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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.
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