Charles RusmiselCRD Number: 2399941
Current Firm: Truist Advisory Services, Inc.
Charles Rusmisel (CRD# 2399941) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Covington, VA and has over 28 years of experience in the finance industry.
Compass Capital Investments LLC
|Truist Investment Services, Inc.||Covington, VA||Feb 2021 - Current||1|
|Truist Advisory Services, Inc.||Covington, VA||Feb 2021 - Current||1|
|Bb&t Securities, LLC||Buena Vista, VA||Jan 2018 - Feb 2021||3|
|Bb&t Investment Services, Inc.||Charlotte, NC||Oct 2002 - Feb 2021||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S66||NASAA Uniform Combined State Law Examination||Mar 2000|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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