Christopher B Peters

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

• 07/2012 → 06/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 03/2013 → 06/2018
  Bank Of America, N.A.
  Fort Worth, TX
• 06/2018 → Present
  Bb&T Securities
  Fort Worth, TX
• 02/2021 → Present
  Truist Investment Services, Inc.
  Fort Worth, TX
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-06-21 → 2021-02-17
  Bb&T Securities, Llc
  Fort Worth, TX
  Richmond, VA
• 2012-12-06 → 2018-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Other Businesses

PALISADES PHASE A HOA POSITION: Treasurer NATURE: This is the Homeowners Association for my primary residence in Fort Worth, TX. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: Fort Worth TX, United States DESCRIPTION: Treasurer of the HOA. Duties include reviewing vendor contracts and ongoing expenses, reviewing HOA financial statements and budgets, and attending board meetings. These documents are provided by the HOA management company. I interact with the management company on behalf of residents. I have no authority to any accounts belonging to the HOA.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-05

Other Names

• Christopher Brock Peters
• Brock Peters
• Christopher B Peters
• Christoph B Peters