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Credentials
Series 63, Series 66
Experience Industry experience
33 years
Location
Covington, VA 24426
Truist Advisory Services
Enterprise
Charles Rusmisel is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the Truist firms since 2002 through their predecessor entities. Outside of his advisory work, he serves as head wrestling coach for a middle school team and participates in local election supervision. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured oversight process for manager selection and review.
Based on Truist Advisory Services
$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%
Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services
Covington, VA
1201 S Craig Ave, Fl 1
Covington VA 24426
Advisors at this office
1
Virginia
33 years of industry experience
Truist Advisory Services
2021 - Present • 5 years
Covington, VA
Truist Investment Services, INC.
2021 - Present • 5 years
Covington, VA
Bb&T Securities, Llc
2018 - 2021 • 3 years
Buena Vista, VA
Bb&T Investment Services, Inc
2002 - 2021 • 19 years
Charlotte, NC
NCF Financial Services, Inc.
2002 - 2002 • 1 year
Roanoke, VA
Invest Financial Corporation
2002 - 2002 • 1 year
Roanoke, VA
Equitable Advisors
2000 - 2002 • 2 years
Roanoke, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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