Kristopher Alexander Karazissis

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

• 08/2015 → 02/2021
  Bb&T
  Dallas, TX
• 08/2015 → 02/2021
  Bbtis
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 02/2021 → 01/2026
  Truist Investment Services, Inc.
  Dallas, TX
• 02/2021 → 01/2026
  Truist Advisory Services, Inc.
  Atlanta, GA
• 01/2026 → Present
  Truist Investment Services, Inc.
  Fort Worth, TX
• 01/2026 → Present
  Truist Advisory Services, Inc.
  Fort Worth, TX

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Dallas, TX
  Fort Worth, TX
  Fort Worth, TX
  Dallas, TX
  Richmond, VA
• 2015-08-25 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Dallas, TX
• 2013-12-23 → 2015-07-07
  Pnc Managed Account Solutions, Inc.
  Azle, TX
• 2008-12-11 → 2011-05-20
  Chase Investment Services Corp.
  Arlington, TX
  Ft. Worth, TX
• 2006-11-30 → 2008-12-18
  Msi Financial Services, Inc.
  Glendale, CA

Other Businesses

RENTAL PROPERTY POSITION: OWNER OF REAL ESTATE NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: 9004 RIVER TRAILS BLVD, FORT WORTH TX 76118 DESCRIPTION: MY WIFE AND I OWN A SINGLE FAMILY HOME THAT WE RENT OUT AS AN INVESTMENT PROPERTY. CKC MARKETING LLC POSITION: MEMBER NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 9100 AUTUMN FALLS DR, FORT WORTH TX 76118 DESCRIPTION: CO-OWNER OF ONLINE MARKETING AND SALES. CKC INVESTMENT HOLDINGS LLC POSITION: President & Part Owner NATURE: Part owner of CKC Investment Holdings LLC that holds various real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: Fort Worth TX, United States DESCRIPTION: Manage various real estate properties. THE OAKRIDGE SCHOOL POSITION: Associate Regent NATURE: The Oakridge School is a K-12th grade college preparatory school. I have been asked to serve on the board of regents. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2025 ADDRESS: Arlington TX, United States DESCRIPTION: I have been asked to serve on the board of regents for an unpaid position to advance the goals of the school. I will act as a volunteer for this non-profit entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-17
• S63 Uniform Securities Agent State Law Examination
  2006-05-25

Designations

• Certified Financial Planner

Other Names

• Kris A Karazissis
• Kris Karazissis
• Kristopher Karazissis
• Kristopher A Karazissis
• Kristopher A Karazissis