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PAYTON R MCCROSSAN
PAYTON RUFTY MCCROSSAN
CRD#: 6201840
IA
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TRUIST ADVISORY SERVICES, INC.CRD#: 283390 16710 NORTHCROSS DR
HUNTERSVILLE, NC 28078
HUNTERSVILLE, NC 28078
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 16710 NORTHCROSS DR
HUNTERSVILLE, NC 28078
HUNTERSVILLE, NC 28078
0
Disclosures
9
Years of Experience
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State Registrations
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North Carolina 7/19/2022
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North Carolina 7/19/2022
SRO Registrations
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Registered with this firm since 7/19/2022
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Registered with this firm since 7/15/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/17/2018 - 07/19/2022 | Charlotte, NC | |
B | 12/17/2018 - 07/19/2022 | Charlotte, NC | |
IA | 10/05/2017 - 10/24/2018 | ATLANTA, GA | |
B | 10/05/2017 - 10/24/2018 | ATLANTA, GA | |
B | 01/05/2016 - 09/06/2017 | CHARLOTTE, NC | |
IA | 06/07/2016 - 09/01/2017 | Charlotte, NC | |
B | 01/14/2015 - 12/08/2015 | CENTENNIAL, CO | |
B | 09/12/2014 - 10/14/2014 | JERSEY CITY, NJ |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.