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Nora Fabiola Carrillo

Investment Adviser Representative at Truist Advisory Services, Inc.

Fort Worth, TXCRD #5420410Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
9

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nora Fabiola Carrillo is an investment adviser representative with Truist Advisory Services, Inc. in Fort Worth, TX, where they have been registered since 2021. They have worked in the securities industry since 2009 and have been registered with 6 firms, including Bb&t Securities, LLC and Morgan Stanley. They have passed 9 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.

Office

5128 Apache Plume Rd, Ste 340
Fort Worth, TX 76109

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
17 states and territories

Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Minnesota, Missouri, New Jersey, North Carolina, Ohio, Oklahoma, Texas, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/29/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 2/25/2008
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 5/10/2018
Series 7
General Securities Representative Examination
Passed 1/17/2008
Series 24
General Securities Principal Examination
Passed 9/1/2023
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 10/24/2013
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 9/3/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Truist Investment Services, Inc.Current
2/17/2021 – Fort Worth, TX
Truist Advisory Services, Inc.Current
2/17/2021 – Fort Worth, TX
Bb&t Securities, LLC
7/23/2020 – 2/17/2021Richmond, VA
Morgan Stanley
1/9/2014 – 2/18/2020Ft. Worth, TX
Strategic Advisers, Inc.
7/2/2012 – 1/3/2014Westlake, TX
Amerivest Investment Management, LLC
6/11/2009 – 8/24/2009Fort Worth, TX
TD Ameritrade, Inc.
6/11/2009 – 8/24/2009Fort Worth, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morgan Stanley
    Jan 2014 – Feb 2020Dallas, TX
  2. N/a
    Feb 2020 – Jul 2020Fort Worth, TX
  3. Bb&t Securities
    Jul 2020 – Oct 2026Fort Worth, TX
  4. Truist Investment Services, Inc.
    Feb 2021 – Apr 2021Atlanta, GA
  5. Truist Advisory Services, Inc.
    Feb 2021 – Oct 2026Atlanta, GA
  6. Truist Investment Services, Inc.
    Apr 2021 – Oct 2026Atlanta, GA
  7. Truist Investment Services, Inc.
    Oct 2026 – no end date reportedFort Worth, TX
  8. Truist Advisory Services, Inc.
    Oct 2026 – no end date reportedFort Worth, TX

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Truist Advisory Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Advisory programs and services, including AMC Wrap Managed Programs, Consulting Services, FP AMC Advantage, and third-party manager programs.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersPeriodicals and Newsletters
Firm areas of expertise
Investment AdvisoryWrap Managed ProgramsConsulting ServicesFinancial PlanningThird-party Managers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,003
Offices listed on AdvisorFinder:
53
Main office:
Atlanta, GA
SEC file number:
801-107729

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 30, 2026

View full firm profile

Other advisors at Truist Advisory Services, Inc.

Showing 12 of 2,003 in the directory

View Truist Advisory Services, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nora Fabiola Carrillo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Nora Fabiola Carrillo (Truist Investment Services)