Charles Geer Wellborn

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

• 08/2020 → 07/2023
  Suntrust Investment Services, Inc
  Atlanta, GA
• 09/2019 → 08/2020
  Emerge Real Estate Services
  Atlanta, GA
• 05/2018 → 05/2019
  Internal Data Resources
  Alpharetta, GA
• 05/2017 → 06/2017
  Cibc Atlantic Trust Private Wealth Management
  Atlanta, GA
• 02/2016 → 05/2017
  Crimson Tide Hospitality
  Tuscaloosa, AL
• 08/2014 → 05/2018
  University Of Alabama
  Tuscaloosa, AL
• 05/2019 → 09/2020
  Unemployed
  Atlanta, GA
• 07/2023 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 07/2023 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-25