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Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Ormond Beach, FL

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

The short answer

7 registered advisors work at Truist Advisory Services, Inc. in Ormond Beach, out of 1,709 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Ormond Beach, 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 Ormond Beach

All Ormond Beach advisors →

Morgan Stanley 20Holland Advisory Services, Inc. 10Wells Fargo Advisors Financial Network, LLC 8Compass Financial Advisory Services, LLC 5Cambridge Investment Research Advisors, Inc. 4Charles Schwab & Co., Inc. 4Edward Jones 4Pfs Investments Inc. 4Thrivent Investment Management Inc. 4Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Truist Advisory Services, Inc. have in Ormond Beach?

7 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Ormond Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.

Is Truist Advisory Services, Inc. one of the largest advisor employers in Ormond Beach?

Truist Advisory Services, Inc. ranks number 4 in Ormond Beach by registered advisors; Morgan Stanley has the most, with 20.

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

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.