Billie J. Charlton
Professional summary
Billie Jean Charlton, who also goes by Billie J Charlton, Billie Jean Gum, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Myrtle Beach, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Myrtle Beach, South Carolina.
Billie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Billie has worked at 9 firms and has passed the Series 66, Series 63, Series 31, SIE, Series 7, Series 55, Series 24, Series 10, Series 9 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Billie Jean Charlton's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2619 N Oak St Fl 3, Myrtle Beach, SC 29577February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2619 N Oak St Fl 1, Myrtle Beach, SC 29577February 26, 2014 - February 17, 2021
BB&T SECURITIES, LLC
September 26, 2013 - February 17, 2021
BB&T SECURITIES, LLC
August 25, 2006 - April 3, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 24, 2004 - August 23, 2006
UVEST FINANCIAL SERVICES GROUP, INC.
September 3, 1999 - March 29, 2004
KEYBANC CAPITAL MARKETS INC.
July 1, 1996 - September 3, 1999
KEY CLEARING CORP.
December 6, 1994 - September 15, 1995
CAPITAL SECURITIES OF AMERICA, INC.
July 27, 1994 - October 7, 1994
CLEARING SERVICES OF AMERICA, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 55
Date: 8/27/1999
Limited Representative-Equity Trader ExamFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Myrtle Beach, SC 29577TRUST BUT VERIFY
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