AH
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Acie Hylton

20 Years of Experience
1 DisclosureBroker

Acie Hylton is a registered investment advisor at Truist Advisory Services, INC., based in Beckley, WV, with 20 years of industry experience. Acie 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
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

3849 Robert C Byrd Dr, Beckley, WV, 25801-2956

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History

Regulatory History (1)
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Customer Dispute
August 2023
Settled
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 2 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 2 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
October 2017 - January 2018 · 3 mos
Bb&t Investment Services, INC.Broker
October 2017 - January 2018 · 3 mos
LPL Financial LLC
September 2017 - October 2017 · 1 mo
LPL Financial LLCBroker
August 2017 - October 2017 · 2 mos
Infinex Investments, INC.Broker
October 2015 - September 2017 · 1 yr 11 mos
Infinex Investments, INC.
October 2015 - September 2017 · 1 yr 11 mos
Certussecurities, INC.Broker
October 2014 - October 2015 · 1 yr
Allstate Financial Advisors, LLC
March 2013 - October 2014 · 1 yr 7 mos
Allstate Financial Services, LLCBroker
February 2013 - October 2014 · 1 yr 8 mos
Wells Fargo Advisors, LLC
December 2012 - January 2013 · 1 mo
Wells Fargo Advisors, LLCBroker
December 2012 - January 2013 · 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - October 2012 · 0 mos
J.P. Morgan Securities LLC
October 2012 - October 2012 · 0 mos
Raymond James Financial Services Advisors, INC
December 2009 - January 2010 · 1 mo
Raymond James Financial Services, INC.Broker
December 2009 - January 2010 · 1 mo
Chase Investment Services CORP.
June 2007 - October 2012 · 5 yrs 4 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
June 2005 - July 2005 · 1 mo
State Registrations30 states
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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.