Chance Jeremy Williams

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

• 11/2014 → 01/2017
  Bb&T Bank
  Charlotte, NC
• 02/2017 → 02/2021
  Bb&T Bank
  Charlotte, NC
• 02/2017 → 01/2018
  Bb&T Investments
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 02/2021 → 01/2022
  Truist Investment Services, Inc.
  Charlotte, NC
• 02/2021 → 01/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 01/2022 → 07/2023
  First Citizens Investor Services
  Raleigh, NC
• 01/2022 → 07/2023
  First Citizens Bank
  Monroe, NC
• 09/2023 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 09/2023 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2022-02-08 → 2023-07-12
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Monroe, NC
  Columbia, SC
• 2021-02-17 → 2022-01-28
  Truist Advisory Services, Inc.
  Atlanta, GA
  Charlotte, NC
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Charlotte, NC
  Richmond, VA
• 2017-05-11 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC

Other Businesses

UNION COUNTY PUBLIC SCHOOLS-400 N Church St., Monroe, NC 28112 POSITION: Varsity Basketball Coach NOT INVESTMENT RELATED: No NUMBER OF HOURS: 16/month SECURITIES TRADING HOURS: 0 START DATE: 10/1/2021 DESCRIPTION: Coaching and Mentoring COMPENSATION: Stipend BUSINESS IS NOT A CLIENT OF THE FIRM

Exams

• S66 Uniform Combined State Law Examination
  2017-05-08