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George Lupton

Truist Advisory Services, INC.
35 Years of Experience
Atlanta, GA
1 DisclosureBroker
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George Lupton is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 35 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2018 advisors
Number of Clients
124,359 clients
Average Client Portfolio
$545K average
Assets Under Management
$67.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.

The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.

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Location

3630 Peachtree Road N.E., Suite 250, Atlanta, GA, 30326

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History

Regulatory History (1)
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Criminal
November 1985
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
April 2011 - January 2013 · 1 yr 9 mos
Scott & Stringfellow, LLCBroker
March 2011 - January 2013 · 1 yr 10 mos
UBS Financial Services INC.Broker
February 2005 - March 2011 · 6 yrs 1 mo
UBS Financial Services INC.
February 2005 - March 2011 · 6 yrs 1 mo
Wachovia Securities, LLC
January 2004 - February 2005 · 1 yr 1 mo
Wachovia Securities, LLCBroker
July 2003 - February 2005 · 1 yr 7 mos
Prudential Securities IncorporatedBroker
October 2000 - July 2003 · 2 yrs 9 mos
Dean Witter Reynolds INC.Broker
October 1997 - October 2000 · 3 yrs
Raike Financial Group INC.Broker
May 1997 - September 1997 · 4 mos
Renaissance Financial Securities CORP.Broker
January 1995 - April 1997 · 2 yrs 3 mos
Robert Todd Financial CORP.Broker
August 1992 - December 1994 · 2 yrs 4 mos
Mccarley and Associates, INC.Broker
September 1991 - August 1992 · 11 mos
Barkley-Lockman Investments INC.Broker
May 1990 - March 1992 · 1 yr 10 mos
R a F Financial CorporationBroker
March 1990 - April 1990 · 1 mo
State Registrations27 states
ALAZCACOCTDCFLGAIAILINKSMAMDMINCNJNYOHORPASCTNTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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