CD
CD

Christopher Dent

24 Years of Experience
Cinnaminson, NJ
Broker

Christopher Dent is a registered investment advisor at Truist Advisory Services, INC., based in Cinnaminson, NJ, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2018 advisors
Number of Clients
124,359 clients
Average Client Portfolio
$545K average
Assets Under Management
$67.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.

The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.

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Location

800 Route 130 N, Cinnaminson, NJ, 08077

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is an owner/partner of Dent-Cylc Enterprises, Inc/The Learning Experience, a child care/child development business, since 2014. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Truist Advisory Services, INC.
September 2022 - Present · 3 yrs 8 mos
Truist Investment Services, INC.
September 2022 - Present · 3 yrs 8 mos
Truist Investment Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Key Investment Services LLC
September 2016 - September 2022 · 6 yrs
Key Investment Services LLCBroker
September 2016 - September 2022 · 6 yrs
LPL Financial LLC
May 2010 - September 2016 · 6 yrs 4 mos
LPL Financial LLCBroker
May 2010 - September 2016 · 6 yrs 4 mos
Primevest Financial Services, INC.
October 2005 - May 2010 · 4 yrs 7 mos
Primevest Financial Services, INC.Broker
October 2005 - May 2010 · 4 yrs 7 mos
Icba Financial Services CorporationBroker
February 2005 - October 2005 · 8 mos
Icba Financial Services Corporation
February 2005 - October 2005 · 8 mos
Banc of America Investment Services, INC.
October 2004 - February 2005 · 4 mos
Banc of America Investment Services, INC.Broker
October 2004 - February 2005 · 4 mos
Quick & Reilly, INC.
September 2002 - October 2004 · 2 yrs 1 mo
Quick & Reilly, INC.Broker
August 2001 - October 2004 · 3 yrs 2 mos
State Registrations21 states
ARAZCACODCDEFLGALAMAMDMINCNJNYOHPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Dent - Financial Advisor | TrueAdvisor