Charles E. Redding
Professional summary
Charles Edgerton Redding, who also goes by Charles Redding, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Richmond, Virginia.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Charles has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 86, Series 87, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Edgerton Redding's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 24, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 919 E Main Street Fl 8, Richmond, VA 23219March 10, 2021 - June 29, 2021
TRUIST INVESTMENT SERVICES, INC.
February 20, 2020 - March 10, 2021
BB&T SECURITIES, LLC
January 2, 2013 - March 17, 2021
BB&T SECURITIES, LLC
September 16, 2008 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/24/2020)
Exams
Series 7TO
Date: 10/31/2022
General Securities Representative ExaminationCurrent 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.
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Richmond, VA 23219TRUST BUT VERIFY
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