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Advisors / Georgia / Alpharetta
30yrs

David Mays

Financial advisor at Truist Advisory Services

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.

Alpharetta, GA 30009CFP®Top 12% by experience at Truist Advisory ServicesFiduciary advisor

At a glance

Experience30 years (since 1996)
How that compares ?Top 12% by experience at Truist Advisory Services
Office2520 Northwinds Parkway Floor 4, Alpharetta, GA 30009
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state

Services through Truist Advisory Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2016 – now

Questions to ask David

Tailored to David’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

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