Alicia Zmuda is a CFP-designated registered investment advisor, based in Greenville, SC, with 25 years of industry experience.
Location
2 W Washington St, Ste 800, Greenville, SC, 29601
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
May 2015 - February 2021 · 5 yrs 9 mos
Bb&t Securities, LLCBroker
May 2015 - February 2021 · 5 yrs 9 mos
First Citizens Asset Management, INC
October 2006 - May 2015 · 8 yrs 7 mos
First Citizens Securities CorporationBroker
September 2006 - May 2015 · 8 yrs 8 mos
Bb&t Asset Management, INC.
January 2005 - February 2006 · 1 yr 1 mo
Bb&t Investment Services, INC.Broker
July 2004 - December 2004 · 5 mos
Royal Alliance Associates, INC.Broker
July 2000 - July 2004 · 4 yrs
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.