Charles Hunter Widener
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$77.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Truist Investment Services, Inc.Jul 2021 to now
- Truist Advisory Services, Inc.Jan 2021 to now
- Suntrust Advisory Services, IncJan 2021 to Jul 2021
- Suntrust Investment ServicesJan 2021 to Jul 2021
- PNC BankNov 2017 to Dec 2020
- PNC InvestmentsNov 2017 to Dec 2020
- Mass Mutual Financial GroupFeb 2010 to Oct 2017
- MML Investor ServicesFeb 2010 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2627032
- Firm CRD
- 283390