Christopher Charles Turner
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
4 statesRegistered in
$77.4BFirm assets
10 yearsFirm in business
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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
14 years in the industry.
- Truist Advisory Services, Inc.Feb 2021 to now
- Truist Investment Services, Inc.Feb 2021 to now
- TruistJan 2019 to now
- Bb&t InvestmentsFeb 2018 to Feb 2021
- Bb&t Securities, LLCFeb 2018 to Feb 2021
- Bb&t BankFeb 2018 to Jan 2019
- Suntrust Advisory ServicesSep 2016 to Feb 2018
- Suntrust BankDec 2012 to Feb 2018
- Suntrust Investment Services, IncDec 2012 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, RI, TX).
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
- 5339431
- Firm CRD
- 283390