David Norvell
David Norvell is a registered investment advisor at Truist Advisory Services, INC., based in Marietta, GA, with 22 years of industry experience. David 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
Marietta, GA
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
July 2022Financial
May 2020Criminal
June 2017Other Business Activities
David works as a food delivery person for Door Dash. This takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
LPL Financial LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Pfpc Distributors, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations1 state
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.