Charles David Mitchell

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

• 12/2007 → 01/2018
  Bb&T Investments
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Hillsville, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Ferrum, VA
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Hillsville, VA
  Ferrum, VA
  Virginia Beach, VA
  Hardy, VA
  Rocky Mount, VA
  Charlotte, NC
  Stuart, VA
  Richmond, VA
• 2007-12-05 → 2018-01-02
  Bb&T Investment Services, Inc.
  Moneta, VA
  Rocky Mount, VA
  Hillsville, VA
  Salem, VA
  Roanoke, VA
  Ferrum, VA
  Union Hall, VA
  Boones Mill, VA
  Hardy, VA
  Patrick Springs, VA
  Stuart, VA
  Meadows Of Dan, VA
  Charlotte, NC
  Stuart, VA
  Roanoke, VA
  Huntington, WV
  Roanoke, VA
  Virginia Beach, VA
  Hardy, VA
• 2007-06-22 → 2007-09-21
  Edward Jones
  St Louis, MO
  Roanoke, VA

Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: 2 duplexes, which have 4 units that pay me monthly rent. I hired a property management team to manage the properties. I hope to earn $1500 a month after expenses. $2600 before expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2019 ADDRESS: 114 Summit Dr, Rocky Mount VA 24151 RENTAL PROPERTY APARTMENT BUILDING POSITION: Owner NATURE: Eight-unit apartment building in Rocky Mount, VA. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2024 ADDRESS: Rocky Mount VA, United States DESCRIPTION: I have a property manager in place. I collect rent payments only. No job time required

Exams

• S66 Uniform Combined State Law Examination
  2007-06-08

Designations

• Certified Financial Planner

Other Names

• Charles Mitchell
• Chas Mitchell