Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lee Gold is an investment advisor representative registered with Truist Advisory Services, Inc. Charles has been in the industry since September 24, 1968. Charles has a wealth of experience in the financial services industry, having previously worked with Scott & Stringfellow, LLC, BB&T Securities, LLC, and Anderson & Strudwick, Incorporated. Charles is registered with the states of Alaska, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia and West Virginia. In addition to being a registered investment advisor representative, Charles also holds the Series 7TO, Series 41, and Series 1 securities 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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
11/16/2012 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
10/07/1975 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NA
09/25/1968 - 10/12/1975
ANDERSON & STRUDWICK, INCORPORATED
IA
Issued 06/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 41 - NYSE Allied Member Examination
BC
Issued 09/18/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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