Based in Alpharetta, Georgia, David Mays is a fiduciary financial advisor with 30 years of industry experience. David has been with Truist Advisory Services since 2016. David holds the CFP® designation.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Services through Truist Advisory Services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowTruist Advisory Services, Inc.Current firm
Contact David
(800) 874-4770Firm headquarters in Atlanta, GA. Ask for David. 2520 Northwinds Parkway Floor 4Alpharetta, GA 30009Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About David
How do I contact David?
Call Truist Advisory Services at (800) 874-4770 and ask for David Mays. David works from the Alpharetta, GA office.
How long has David been a financial advisor?
David has been in the industry since 1996, about 30 years. Top 12% by experience at Truist Advisory Services.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.