Unclaimed
Christopher Knox is a financial advisor registered with Truist Advisory Services, Inc.. Christopher has been in the industry since January 1, 2006, and has experience working with individuals, businesses, high-net-worth clients, and trusts. Christopher has a strong track record of success in providing financial advice and portfolio management services. Christopher is committed to providing personalized financial advice and helping clients achieve their financial goals. Christopher is licensed to provide investment advice in Maryland. Christopher is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative.
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
MD
12/23/2021 - Present
Truist Advisory Services, Inc. (HUNT VALLEY MD)
MD
10/13/2014 - 12/08/2017
WELLS FARGO CLEARING SERVICES, LLC (GLEN BURNIE MD)
CA
08/15/2014 - 10/16/2014
ASSETMARK BROKERAGE, LLC (CONCORD CA)
VA
12/04/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
05/18/2011 - 11/18/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
AZ
01/01/2006 - 04/25/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 12/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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