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Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Texas

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

The short answer

69 registered advisors work at Truist Advisory Services, Inc. in Texas, out of 1,709 nationwide; it's the firm's number 7 state by advisors, and the most are in Dallas (24). 6 list the CFP designation and 64 are also registered broker representatives.

Truist Advisory Services, Inc. advisors by city in Texas

Every firm in Texas →

Dallas 24Houston 19Fort Worth 8Austin 4Westlake 4College Station 1Collivile 1Frisco 1Ft Worth 1Odessa 1Pasadena 1Plano 1Shenandoah 1Southlake 1Sugar Land 1

Truist Advisory Services, Inc. advisors in Texas, 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 80South 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 Texas?

69 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 at the firm nationwide. 6 list the CFP designation and 64 are also registered as broker representatives.

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

Dallas, with 24, then Houston (19). Truist Advisory Services, Inc. has advisors in 15 cities in Texas.

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

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.