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Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in North Carolina, by city and A to Z.

The short answer

307 registered advisors work at Truist Advisory Services, Inc. in North Carolina, out of 1,709 nationwide; it's the firm's number 2 state by advisors, and the most are in Charlotte (118). 51 list the CFP designation and 293 are also registered broker representatives.

Truist Advisory Services, Inc. advisors by city in North Carolina

Every firm in North Carolina →

Charlotte 118Raleigh 49Greensboro 13Winston-Salem 11Asheville 10Wilmington 10Cary 6Gastonia 6New Bern 6Chapel Hill 5Greenville 4High Point 4Mooresville 4Cornelius 3Goldsboro 3Hickory 3Morehead City 3Pinehurst 3Apex 2Clinton 2Durham 2Elkin 2Fayetteville 2Graham 2Mount Holly 2Waxhaw 2Williamston 2Winston Salem 2Boone 1Clemmons 1Elizabeth City 1Garner 1Greenboro 1Hillsborough 1Holly Springs 1Jacksonville 1Kernersville 1Leland 1Lexington 1Lumberton 1Monroe 1Morganton 1Mount Airy 1Newton 1Rocky Mount 1Sanford 1Shallote 1Statesville 1Thomasville 1Troutman 1Wake Forest 1Whiteville 1Winston 1Wrightsville Beach 1

Truist Advisory Services, Inc. advisors in North Carolina, A to Z

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Truist Advisory Services, Inc. advisors in every state →Truist Advisory Services, Inc.: assets, clients and custodians →Truist news and advisor moves →Advisor Moves: who changed firms this week →

Truist Advisory Services, Inc. in other states

Florida 437Virginia 251Georgia 230Tennessee 84Maryland 80Texas 69South Carolina 66Pennsylvania 65West Virginia 27District of Columbia 21New York 17Kentucky 14Alabama 13Illinois 7New Jersey 7Ohio 5California 4Massachusetts 3

Questions

How many Truist Advisory Services, Inc. financial advisors are in North Carolina?

307 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 at the firm nationwide. 51 list the CFP designation and 293 are also registered as broker representatives.

Where in North Carolina does Truist Advisory Services, Inc. have the most advisors?

Charlotte, with 118, then Raleigh (49). Truist Advisory Services, Inc. has advisors in 54 cities in North Carolina.

How do I check a Truist Advisory Services, Inc. advisor in North Carolina?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Truist Advisory Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.