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Detailed Report
Annie Megan DIEKEMA
Annie Megan Watts
CRD#: 7225007
IA
Investment Adviser
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 919 E. MAIN STREET
8TH FLOOR
RICHMOND, VA 23219
Registration History
2020202120222023202420252026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2020 - Present (4 years)
License(s)

State Registrations

IA
Virginia 1/26/2023
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
919 E. MAIN STREET 8TH FLOOR, RICHMOND, VA 23219
Registered with this firm since 10/30/2020
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
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
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.