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Brian J
Series 63, Series 65
Westlake, TX
Truist Advisory Services
Brian James is a financial advisor with Truist Advisory Services in Westlake, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at BBVA Securities Inc., Merrill, and Banc of America Investment Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of research methods, including AI-enabled tools, and offers services through the Envestnet platform and partnerships to support both individual and retirement plan clients.
Sidney F
Series 63, Series 65
Westlake, TX
Truist Advisory Services
Sidney Fenton is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes prior roles at BBVA Compass Insurance Agency, BBVA Wealth Solutions, and BBVA Securities. Fenton is based in Westlake, Texas. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, providing ongoing reviews and client consultations.
Cassandra A
Series 63, Series 65
Westlake, TX
Truist Advisory Services
Cassandra Altom is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Outside of her advisory role, she operates a small craft business creating personalized tumblers and items. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers ongoing client reviews, leveraging its affiliation with Truist Financial and various banking and brokerage entities.
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