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Christopher Mark Britt

Advisor at Truist Advisory Services — Duluth, GA 6745 Sugarloaf Pkwy

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

23 years

Location

Duluth, GA 30097

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,978

Across 651 offices

Clients per advisor

64 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Christopher Britt is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Truist Advisory Services, having been with various affiliated entities of Truist since 2003. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies and integrates multiple affiliated platforms and managers to deliver its services.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$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%

Other

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

Location

See office

Duluth, GA 6745 Sugarloaf Pkwy

6745 Sugarloaf Pkwy, Fl 2

Duluth GA 30097

Advisors at this office

1

Most active in

Georgia

Work history

23 years of industry experience

Truist Advisory Services

2021 - Present • 5 years

Atlanta, GA

Truist Investment Services, INC.

2021 - Present • 5 years

Atlanta, GA

Bb&T Securities, Llc

2018 - Present • 8 years

Richmond, VA

BB&T

2006 - Present • 20 years

Duluth, GA

Bb&T Investment Services, Inc.

2006 - Present • 20 years

Charlotte, NC

BB&T

2003 - Present • 23 years

Gainesville, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew G

Series 63, Series 65

Buford, GA

Stirlingshire Investments

Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Allstate Insurance Co., Ameriprise Financial Services, and Banc of America Investment Services. He is also the owner of Greene Financial Services LLC, which focuses on life insurance and fixed annuity sales. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice, offering a wide range of investment options tailored to client profiles. The firm employs multiple analytical methods to construct and manage portfolios and operates with a broker-dealer affiliation that requires clients to use designated custodial services.

Active portfolio management Options & derivatives strategies Private / alternative investments Annuities
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Simon C

Series 63, Series 65, Series 7

Atlanta, GA

Merrill

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

Business ownership considerations Business exit / sale strategy Wealth management Charitable giving tax strategies Multi-generational wealth transfer Founder/Business Owner
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James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fredrick S

CFP®, CPA

Duluth, GA

LifeWater Wealth Management

Research indicates money is one of the top issues that couples argue about and over 60% of adults identify as a significant source of stress. At Lifewater, I share financial know-how and create personalized plans to help people avoid financial mistakes and stress so they can achieve financial freedom and live with security and peace of mind. Since 2000, I have worked with families and individuals regarding personal finances and investment matters. I am a licensed CPA in the states of Georgia and Alabama and FINRA Series 65 licensed. My experience includes over 15 years in corporate financial planning, budgeting, analysis and management, and 3 years with the public accounting firm Deloitte. Proudest Accomplishments: - Marrying my lovely wife, Laurie, 23 years ago - Being a fun and loving father to my sons - Giving to global missions and ministries that are impacting the world with love and resources for people who need them most - Launching my second financial planning firm, LIFEWATER Wealth Management Interests: - All things Family - College Football – Superfan - All things Personal Finance - Movies & Local Foodie - Travel - Jazz Music Skills: - Listening - Creating Simplicity & Clarity - Finance & Analysis - Strategy & Planning - Producing Results - Problem Solving Read Fredrick's blog here: https://getlifewater.com/blog

Business ownership considerations Business succession planning Executive Founder/Business Owner Women Professionals Female Executives Gen X (Born 1965-1980)
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Justin C

Series 65, Series 63

Atlanta, GA

Emergent Financial Group, LLC

Justin Campagna is a financial advisor with Emergent Financial Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at several firms including Arista Consulting Group and Ashford Advisors prior to his current role. In addition to advisory services, he provides insurance and pension consulting through Emergent Financial Group, dedicating about half of his time to these activities. Emergent Financial Group serves retirement plan sponsors and institutional clients with investment advisory and pension consulting, alongside asset management and financial planning for individuals. The firm employs a combination of long-term, value-oriented investment strategies and tactical asset allocation, while also offering fiduciary consulting and discretionary management for retirement plans, and operates a licensed independent insurance agency as part of its services.

Equity compensation tax strategy Options & derivatives strategies Life insurance needs analysis
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Erin M

CFP®, Series 63, Series 65

Milton, GA

MRP Advisors, LLC

Erin Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at MRP Advisors, LLC. Her prior experience includes positions at MRP Capital Management, LLC, and Pgi Wealth Management. She is also the owner of MRP Capital Management, LLC, an entity used for tax purposes. MRP Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing diversified strategic and tactical asset-allocation strategies across equities, fixed income, mutual funds, and ETFs.

General retirement planning Wealth management College savings (529s, UTMA, etc.)
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