Christopher Lee Knox

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

• 10/2014 → 11/2016
  Wells Fargo Advisors Llc
  Baltimore, MD
• 11/2016 → 11/2017
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
• 11/2017 → 09/2021
  Wells Fargo Bank
  Baltimore, MD
• 02/2021 → 09/2021
  Wells Fargo Clearing Services
  Baltimore, MD
• 09/2021 → Present
  Truist Advisory Services, Inc.
  Baltimore, MD

Previous Registrations

• 2014-10-17 → 2017-12-08
  Wells Fargo Clearing Services, Llc
  Annapolis, MD
  Columbia, MD
  Glen Burnie, MD
• 2011-07-01 → 2014-10-16
  Assetmark, Inc.
  Concord, CA
• 2008-01-14 → 2011-04-25
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

CALVERT HALL COLLEGE HIGH SCHOOL WRESTLING PROGRAM POSITION: Wrestling Coach NATURE: Wrestling Coach for high school. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 8102 Lasalle Rd MD, United States DESCRIPTION: Coaching high school students.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-22
• S66 Uniform Combined State Law Examination
  2007-12-04
• S63 Uniform Securities Agent State Law Examination
  2006-02-28