Cindy Marvin is a registered investment advisor at Truist Advisory Services, INC., based in Raleigh, NC, with 26 years of industry experience. Cindy 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3605 Glenwood Ave, Fl 4, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cindy is a NC State Certified Residential Appraiser with McManus Appraisal Group Inc. She spends about 10-20% of her time helping the owner with expenses and organization.
Employment History
Current Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Truist Investment Services, INC.
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley
Morgan StanleyBroker
Fcg Advisors, LLCBroker
Financial Consultant Group, LLCBroker
State Registrations53 states
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