Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wellborn is a financial advisor with Truist Advisory Services, Inc. Charles has been working in the financial industry since 1988. Charles is registered with the state of Georgia and Louisiana as an Investment Advisor Representative. Charles has been with Truist Advisory Services, Inc. since August 2016. Charles offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and publication of periodicals. Charles holds the Series 7, Series 63, and Series 65 licenses.
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.
1
2
GA
03/13/2017 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
07/19/2002 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
MO
06/15/2002 - 07/30/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
07/30/1993 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
FL
06/28/1990 - 08/11/1993
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
GA
05/02/1989 - 06/19/1990
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NA
09/20/1988 - 05/13/1989
SHEARSON LEHMAN HUTTON INC.
IA
Issued 07/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Wellborn is the right advisor for you? Invested Better is here to help.
