Nadir Khalid, financial advisor Charlotte NC

Nadir Khalid

CRD Number: 4389371
Current Firm: Truist Advisory Services, Inc.

Nadir Khalid (CRD# 4389371) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.

Similar Advisors
Jason Moore, financial advisor Charlotte NC
Jason N. Moore
CRD# 5182920
Moore Investment Partners, LLC
Similar Advisors
Scott Biedrycki, financial advisor Charlotte NC
Scott A. Biedrycki
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Don Stamas, financial advisor Charlotte NC
Don Stamas
CRD# 2867492
Defender Capital
Company Name Location Dates Years
Truist Investment Services, Inc. Atlanta, GA Apr 2021 - Current 3
Truist Advisory Services, Inc. Atlanta, GA Apr 2021 - Current 3
Wells Fargo Clearing Services, LLC Charlotte, NC Oct 2019 - Mar 2021 1
Wells Fargo Bank, Na Charlotte, NC Aug 2019 - Mar 2021 1
Tiaa Charlotte, NC Jun 2014 - Jul 2019 5
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Jun 2014 - Jul 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Feb 2013
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Nadir Khalid
Phone Number: 404-813-7713
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    61,370
    MILLIONS
  • Total Number of Accounts
    124,201
    ACCOUNTS
  • Average Account Value
    $494,117
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.