Nadir Khalid

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 07/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 06/2014 → 07/2019
  Tiaa
  Charlotte, NC
• 08/2019 → 03/2021
  Wells Fargo Bank, Na
  Charlotte, NC
• 10/2019 → 03/2021
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 04/2021 → Present
  Truist Investment Services, Inc
  Atlanta, GA
• 04/2021 → Present
  Truist Advisory Services, Inc
  Atlanta, GA

Previous Registrations

• 2019-12-03 → 2021-03-25
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
• 2013-02-18 → 2013-11-29
  Ubs Financial Services Inc.
  Charlotte, NC
  Weehawken, NJ

Other Businesses

DOC & DOC LLC POSITION: CO OWNER NATURE: REAL ESTATE ENTREPRENEURSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2020 ADDRESS: , CHARLOTTE NC , United States DESCRIPTION: REVIEW/APPROVE POTENTIAL PROPERTIES TO PURCHASE

Exams

• S66 Uniform Combined State Law Examination
  2019-12-03
• S65 Uniform Investment Adviser Law Examination
  2013-02-15
• S63 Uniform Securities Agent State Law Examination
  2001-09-17

Other Names

• Tony Whitehead