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Tonia Hammond

7 Years of Experience
Decatut, GA
1 DisclosureBroker

Tonia Hammond is a registered investment advisor at Truist Advisory Services, INC., based in Decatut, GA, with 7 years of industry experience. Tonia 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

198 W Ponce De Leon Ave, Decatut, GA, 30030

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History

Regulatory History (1)
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Financial
March 2017
Final
Employment History
Current Registrations
Truist Advisory Services, INC.
December 2024 - Present · 1 yr 5 mos
Truist Investment Services, INC.Broker
December 2024 - Present · 1 yr 5 mos
Truist Investment Services, INC.
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Wells Fargo Advisors
April 2021 - October 2024 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2018 - October 2024 · 6 yrs 6 mos
State Registrations1 state
GA
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.