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Staci Elizabeth Goins

Advisor at Truist Advisory Services — Johnsonville, SC

Updated today

Credentials

Series 66

Experience

17 years

Location

Johnsonville, SC

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

Staci Goins is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 17 years of industry experience. She has worked with Truist entities since 2013, including Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and integrates inter-affiliate resources across its enterprise.

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

Johnsonville, SC

Johnsonville SC

Advisors at this office

1

Most active in

South Carolina

Work history

17 years of industry experience

Truist Investment Services, INC.

2022 - Present • 4 years

Myrtle Beach, SC

Truist Advisory Services

2022 - Present • 4 years

Myrtle Beach, SC

Truist Advisory Services

2021 - 2022 • 1 year

Atlanta, GA

Truist Investment Services, INC.

2021 - 2022 • 1 year

New York, NY

Bb&T Securities, Llc

2013 - Present • 13 years

Richmond, VA

Scott & Stringfellow, Llc

2009 - 2013 • 4 years

Richmond, VA

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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