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Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Pennsylvania

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

The short answer

65 registered advisors work at Truist Advisory Services, Inc. in Pennsylvania, out of 1,709 nationwide; it's the firm's number 9 state by advisors, and the most are in Allentown (11). 6 list the CFP designation and 62 are also registered broker representatives.

Truist Advisory Services, Inc. advisors by city in Pennsylvania

Every firm in Pennsylvania →

Allentown 11King Of Prussia 7Jenkintown 4West Chester 4Wyomissing 4Greencastle 3Nazareth 3Pittsburgh 3Bethlehem 2Boyertown 2Lancaster 2Philadelphia 2Warminster 2Bedford 1Carlisle 1Jenkinston 1Landisville 1Lititz 1Manheim 1New Freedom 1New Holland 1Oxford 1Shamokin 1Souderton 1Wayne 1White Hall 1Wind Gap 1Wyomissisng 1York 1

Truist Advisory Services, Inc. advisors in Pennsylvania, 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 437North Carolina 307Virginia 251Georgia 230Tennessee 84Maryland 80Texas 69South Carolina 66West 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 Pennsylvania?

65 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 at the firm nationwide. 6 list the CFP designation and 62 are also registered as broker representatives.

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

Allentown, with 11, then King Of Prussia (7). Truist Advisory Services, Inc. has advisors in 29 cities in Pennsylvania.

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

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.