Charles
Mccallum

Suntrust Advisory Services, Inc

CRD#2697260
Investment Advisor
in Atlanta, GA
Are you Charles Mccallum? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Charles Mccallum is a certified financial planner located in Atlanta, Georgia. Currently an advisor with Suntrust Advisory Services, Inc, they have accumulated 14 years of professional experience as an investment advisor. Mccallum has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Mccallum can act as a financial advisor based out of Georgia. Throughout their career, they have worked at Suntrust Investment Services, Inc, Suntrust Investment Services, Suntrust Bank, Inc, Suntrust Advisory Services, Inc and Suntrust Bank. Suntrust Advisory Services, Inc is headquartered in Atlanta, Georgia, and operates out of 1,572 offices throughout the country. As a registered investment firm, Suntrust Advisory Services, Inc manages $19 billion in assets throughout 41,105 accounts and retains more than 1,539 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 31,892 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Suntrust Advisory Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

303 Peachtree Street Ne 32Nd Floor
Atlanta, GA 30308

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

GA Average: $3,570,121,308
Total Number of Employees

1,571

GA Average: 58
Total Number of Accounts

47,014

GA Average: 1,608
Average Account Size

$434,045

GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Charles Mccallum Work History

Charles has 14 years of experience.

2018 - Present (1 years)

Suntrust Investment Services, Inc

2016 - Present (3 years)

Suntrust Advisory Services, Inc

2016 - 2018 (2 years)

Suntrust Investment Services, Inc

2016 - 2018 (2 years)

Suntrust Bank

2010 - 2016 (6 years)

Suntrust Investment Services

2010 - 2016 (6 years)

Suntrust Bank, Inc

2004 - 2009 (5 years)

Suntrust Investment Services, Inc

Disclosures

Charles Mccallum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started