
Alex Baskervill, CFP®
Branch Banker

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About me
Financial Consultant at Truist Wealth
Education

North Carolina State University
2007 - 2011Bachelor’s Degree Business Management
Experience

BB&T
Jan 2013 - Jan 2015Branch Banker
BB&T
Sept 2015 - Feb 2021Investment Associate
Truist Wealth
Feb 2021 - nowDue to industry regulations, I am unable to accept recommendations and endorsements. TIS will not acceptpurchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., memberFINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities andinsurance products or annuities sold, offered or recommended by Truist Investment Services are not adeposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency andmay lose value. Not all products and services are available in all states and financial advisors for TruistInvestment Services may only conduct business in states and jurisdictions where they are properlyregistered. Therefore, a response for information may be delayed. Investors outside of the United States aresubject to additional securities and tax regulations within their applicable jurisdictions that are not addressedon this site. For more information please contact your financial advisor. For additional important disclosures,please visit: https://www.truist.com/wealth/tis-disclosure Show less
Financial Consultant
Dec 2021 - nowRegistered Client Service Associate
Feb 2021 - Dec 2021
Licenses & Certifications

Series 7
FINRA
Series 6
FINRAOct 2015
Series 65
FINRAJan 2016- View certificate

CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardAug 2023 
Series 63
FINRANov 2015
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