Charles Gerald Walker

Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 01/2019
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 04/2014 → 01/2019
  Suntrust Bank
  Baltimore, MD
• 09/2016 → 01/2019
  Suntrust Advisory Services
  Atlanta, GA
• 02/2019 → Present
  Wealthspire Advisors
  Fulton, MD

Previous Registrations

• 2019-02-11 → 2021-10-01
  Wealthspire Advisors
  Fulton, MD
• 2016-09-13 → 2019-02-08
  Truist Advisory Services, Inc.
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD
• 2005-07-19 → 2016-12-31
  Truist Investment Services, Inc.
  Catonsville, MD
  Columbia, MD
  Columbia, MD
  Columbia, MD
  Ellicott City, MD
  Frederick, MD
  Frederick, MD
  Monrovia, MD
  Pikesville, MD
  Ellicott City, MD
  Mt Airy, MD
  Owings Mills, MD
  Westminster, MD
  Catonsville, MD
  Frederick, MD
  Owings Mills, MD
  Frederick, MD
  Columbia, MD
  Monrovia, MD
  Pikesville, MD
  Ellicott City, MD
  Baltimore, MD
  Columbia, MD
  Westminister, MD
  Mt. Airy, MD
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-06

Designations

• Certified Financial Planner

Other Names

• Charlie Walker