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Detailed Report
JULIAN FOSTER
CRD#: 7577757
IA
Investment Adviser
B
Previous Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 303 PEACHTREE STREET NE
15TH FLOOR
ATLANTA, GA 30308
Registration History
Oct2023AprJulOct2024AprJulOct2025AprJulOct2026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2023 - Present (1 year)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2023 - 2024 (<1 year)
License(s)

State Registrations

IA
Georgia 8/29/2024
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
303 PEACHTREE STREET NE 15TH FLOOR, ATLANTA, GA 30308
Registered with this firm since 11/1/2023
Previous Registration(s)
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B
 09/12/2023 - 05/24/2024 TRUIST INVESTMENT SERVICES, INC. (CRD#:17499) CHARLOTTE, NC
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.