W C. Wrenn

TRIDENT ADVISORY PARTNERS

CHARLOTTE, NC 28202

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CRD#: 6033232

Professional summary

W Chris Wrenn, CFP®, who also goes by William Christopher Wrenn, is a registered financial advisor currently at TRIDENT ADVISORY PARTNERS, LLC located in Charlotte, North Carolina.

W is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. W has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Christopher Wrenn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance Sales; Investment Related; Charlotte, NC; Insurance Agent;2/2009 to present; DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS A sponsor or syndicator of limited partnerships. From time to time, will offer clients advice or products from this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view W Chris Wrenn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

September 29, 2023 - Present

TRIDENT ADVISORY PARTNERS, LLC

Office #1: 615 S College St Floor 9, Charlotte, NC 28202

RIA

CRD#: 326959

CHARLOTTE, NC

Past

August 15, 2017 - June 30, 2023

PROVIDENCE CAPITAL ADVISORS, LLC

RIA

CRD#: 174631

CHARLOTTE, NC

Past

November 7, 2012 - June 28, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(9/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/21/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/28/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/6/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRIDENT ADVISORY PARTNERS, LLC

TRIDENT ADVISORY PARTNERS, LLC | TRIDENT STRATEGIC PARTNERS, LLC | TRIDENT STRATEGIC PARTNERS

CRD#: 326959 / SEC#:

North Carolina

Registered Investment Advisory firm - (9/29/2023 Approved)

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Contact information

Main Address

615 S College St Floor 9, Charlotte, NC 28202

Mailing Address

Phone number

(704) 302-1606

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

W C. Wrenn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view W Chris Wrenn's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIDENT ADVISORY PARTNERS, LLC

PROVIDENCE CAPITAL ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/21/2012

SIE

Date: 6/28/2016

Series 7

Date: 5/20/2014

Series 6

Date: 11/6/2012

Current Firm

TRIDENT ADVISORY PARTNERS, LLC

Contact information

Documents

Red Flags

Company Information

TRIDENT ADVISORY PARTNERS, LLC

TRUST BUT VERIFY

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