Charles Edward Kirven

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

• 12/2011 → 12/2019
  Cnl Fund Advisors Company
  Orlando, FL
• 01/2014 → 12/2019
  Cnl Securities Corp.
  Orlando, FL
• 12/2019 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 12/2019 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2012-10-08 → 2014-03-26
  Cnl Fund Advisors Company
  Orlando, FL

Other Businesses

50K LLC POSITION: No Title NATURE: Family company in which I have no role or spend any time overseeing. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: , Orlando GA , United States DESCRIPTION: Ownership interest is simply for estate planning purposes I have absolutely no formal role in this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-24
• S63 Uniform Securities Agent State Law Examination
  2014-04-01

Other Names

• Charlie Kirven
• Charlie E Kirven