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Christopher Lee Knox

Truist Advisory Services, Inc.

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About Christopher Lee Knox

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.

Firm Information

Christopher Knox is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Knox’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Lee Knox.
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