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Robert Reavis

1 Year of Experience
Winston Salem, NC
Broker

Robert Reavis is a registered investment advisor, based in Winston Salem, NC, with 1 years of industry experience.

Location

101 N Cherry St, Fl 4, Winston Salem, NC, 27101

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History

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.

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Other Business Activities

Robert is a board member for Yadkin Community Foundation and an advisor for Yadkin County Education Foundation, advising on scholarship and grant opportunities. He also owns and operates Covenant Farms LLC, a livestock and meat sales business, dedicating about 10-20% of his time, primarily on weekends.

Employment History
Current Registrations
Truist Investment Services, INC.
April 2025 - Present · 1 yr 3 mos
Truist Advisory Services, INC.
April 2025 - Present · 1 yr 3 mos
Truist Investment Services, INC.Broker
April 2025 - Present · 1 yr 3 mos
Previous Registrations
Oppenheimer & CO. INC.
May 2024 - November 2024 · 6 mos
Oppenheimer & CO. INC.Broker
March 2024 - November 2024 · 8 mos
State Registrations1 state
NC
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.
Robert Reavis - Financial Advisor | TrueAdvisor