Christopher Oldham (CRD# 7462678) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Raleigh, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investmet Services, Inc. | Raleigh, NC | Jul 2021 - Current | 2 |
| Truist Advisory Services, Inc. | Raleigh, NC | Jul 2021 - Current | 2 |
| University Of North Carolina At Chapel Hill | Chapel Hill, NC | Aug 2017 - May 2021 | 3 |
| Mutualism Investments | Chapel Hill, NC | Feb 2019 - Feb 2021 | 2 |
| Smith Salley & Associates | Greensboro, NC | Jun 2020 - Aug 2020 | < 1 |
| Drapers Richards Kaplan Foundation | San Francisco, CA | Jan 2020 - Mar 2020 | < 1 |
| East Point Energy | Charlottesville, VA | Jun 2019 - Aug 2019 | < 1 |
| Woodson Landscaping | Winston Salem, NC | Dec 2018 - Jan 2019 | < 1 |
| The London School Of Economics And Political Science | London, NL | Jun 2018 - Aug 2018 | < 1 |
| Woodson Landscaping | Winston Salem, NC | May 2018 - Jun 2018 | < 1 |
| Roaring Gap Club | Roaring Gap, NC | Jun 2017 - Aug 2017 | < 1 |
| Woodberry Forest School | Woodberry Forest, VA | Sep 2013 - May 2017 | 3 |
| Roaring Gap Club | Roaring Gap, NC | Jul 2016 - Aug 2016 | < 1 |
| Roaring Gap Club | Roaring Gap, NC | Jun 2015 - Aug 2015 | < 1 |
| Roaring Gap Club | Roaring Gap, NC | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- NC
-
Total Assets Under Management53,170MILLIONS
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Total Number of Accounts125,600ACCOUNTS
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Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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