James Schenck is a registered investment advisor, based in Charlotte, NC, with 26 years of industry experience.
Location
Charlotte, NC
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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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Current Registrations
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
February 2011 - January 2018 · 6 yrs 11 mos
Bb&t Investment Services, INC.Broker
July 2000 - January 2018 · 17 yrs 6 mos
Pfpc Distributors, INC.Broker
December 1999 - July 2000 · 7 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.