Christopher Howard Oldham

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

• 09/2013 → 05/2017
  Woodberry Forest School
  Woodberry Forest, VA
• 08/2017 → 05/2021
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 07/2021 → Present
  Truist Investmet Services, Inc
  Raleigh, NC
• 07/2021 → Present
  Truist Advisory Services, Inc.
  Raleigh, NC
• 06/2020 → 08/2020
  Smith Salley & Associates
  Greensboro, NC
• 01/2020 → 03/2020
  Drapers Richards Kaplan Foundation
  San Francisco, CA
• 06/2019 → 08/2019
  East Point Energy
  Charlottesville, VA
• 02/2019 → 02/2021
  Mutualism Investments
  Chapel Hill, NC
• 06/2018 → 08/2018
  The London School Of Economics And Political Science
  London, NL
• 05/2018 → 06/2018
  Woodson Landscaping
  Winston Salem, NC
• 12/2018 → 01/2019
  Woodson Landscaping
  Winston Salem, NC
• 06/2017 → 08/2017
  Roaring Gap Club
  Roaring Gap, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-05-02

Other Names

• Christopher Oldham