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Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Boca Raton, FL

Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Boca Raton, A to Z.

The short answer

12 registered advisors work at Truist Advisory Services, Inc. in Boca Raton, out of 1,709 at the firm nationwide; it ranks number 26 in the city by advisors. 1 list the CFP designation and 12 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Boca Raton, A to Z

Every Truist Advisory Services, Inc. advisor →

Truist Advisory Services, Inc. advisors in every city and 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. advisors in other cities

Atlanta, GA 139Charlotte, NC 118Richmond, VA 79Orlando, FL 56Raleigh, NC 49Tampa, FL 44Dallas, TX 24Alpharetta, GA 22McLean, VA 22Nashville, TN 22Winter Park, FL 22Washington, DC 20Houston, TX 19New York, NY 17Fort Lauderdale, FL 16

Other firms in Boca Raton

All Boca Raton advisors →

Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34

Questions

How many financial advisors does Truist Advisory Services, Inc. have in Boca Raton?

12 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 1 list the CFP designation and 12 are also registered as broker representatives.

Is Truist Advisory Services, Inc. one of the largest advisor employers in Boca Raton?

Truist Advisory Services, Inc. ranks number 26 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.