Charles Keene, financial advisor Nashville TN

Charles Keene

CRD Number: 4624181
Current Firm: Truist Advisory Services, Inc.

Charles Keene (CRD# 4624181) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nashville, TN and has over 21 years of experience in the finance industry. Charles Keene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Truist Investment Services, Inc. Nashville, TN Feb 2021 - Current 3
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 3
Bb&t Securities Nashville, TN Aug 2018 - Current 5
Bank Of America,n.a. Clarksville, TN Jun 2011 - Aug 2018 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville, TN Oct 2009 - Aug 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Charles T. Keene
Phone Number: 404-813-7713
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
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

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