Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billie? Claim Your ProfileBillie Charlton is an investment advisor representative at Truist Advisory Services, Inc., with over 20 years of experience in the industry. Billie is registered with FINRA and the state of South Carolina and holds Series 4, 7, 9, 10, 24, 31, 55 and 66 licenses. Billie Charlton has previously been affiliated with BB&T Securities, LLC, Raymond James Financial Services, Inc., UVEST Financial Services Group, Inc., McDonald Investments Inc., Key Clearing Corp., Capital Securities of America, Inc., and Clearing Services of America, Inc..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
SC
02/17/2021 - Present
Truist Advisory Services, Inc. (MYRTLE BEACH SC)
VA
09/26/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
08/25/2006 - 04/03/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (MYRTLE BEACH SC)
SC
03/24/2004 - 08/23/2006
UVEST FINANCIAL SERVICES GROUP, INC. (MYRTLE BEACH SC)
OH
09/03/1999 - 03/29/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
07/01/1996 - 09/03/1999
KEY CLEARING CORP. (BROOKLYN OH)
OH
12/06/1994 - 09/15/1995
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
MO
07/27/1994 - 10/07/1994
CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/1998
Series 4 - Registered Options Principal Examination
BC
Issued 09/20/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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