Christopher Howard Oldham
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Truist Advisory Services, Inc.Jul 2021 to now
- Truist Investmet Services, IncJul 2021 to now
- Smith Salley & AssociatesJun 2020 to Aug 2020
- Drapers Richards Kaplan FoundationJan 2020 to Mar 2020
- East Point EnergyJun 2019 to Aug 2019
- Mutualism InvestmentsFeb 2019 to Feb 2021
- Woodson LandscapingDec 2018 to Jan 2019
- The London School of Economics and Political ScienceJun 2018 to Aug 2018
- Woodson LandscapingMay 2018 to Jun 2018
- University of North Carolina At Chapel HillAug 2017 to May 2021
- Roaring Gap ClubJun 2017 to Aug 2017
- Woodberry Forest SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7462678
- Firm CRD
- 283390