Charles Thomas Keene

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

• 10/2009 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 06/2011 → 08/2018
  Bank Of America,N.A.
  Clarksville, TN
• 08/2018 → Present
  Bb&T Securities
  Nashville, TN
• 02/2021 → Present
  Truist Investment Services, Inc.
  Nashville, TN
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-08-24 → 2021-02-17
  Bb&T Securities, Llc
  Nashville, TN
  Richmond, VA
• 2009-10-23 → 2018-08-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Germantown, TN
  Clarksville, TN
• 2003-03-24 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Nashville, TN
  Nashville, TN
  Nashville, TN

Other Businesses

JBCK, GP POSITION: Partner NATURE: I have no duties, this is for passive real estate investments. 100% are Commercial buildings INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2018 ADDRESS: 365 Fairway Drive, Clarksville TN 37043

Exams

• S66 Uniform Combined State Law Examination
  2003-03-21

Designations

• Certified Financial Planner

Other Names

• Charles Keene