Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Alexander Baskervill is a financial advisor associated with Truist Advisory Services, Inc., an SEC-registered investment advisor. Charles has worked in the financial services industry since 2015. Charles has a strong background in financial services, having worked with BB&T Investment Services, Inc. and BB&T Securities, LLC before joining Truist Advisory Services. Charles has a wide range of licenses and registrations, including Series 6, 7, 63, and 65, and is registered in 53 states. Charles specializes in providing financial planning, portfolio management, and publication of periodicals. Charles is dedicated to providing personalized service and helping clients achieve their financial goals.
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (HERNDON VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/22/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (HERNDON VA)
IA
Issued 01/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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