Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Winter Park, A to Z.
The short answer
22 registered advisors work at Truist Advisory Services, Inc. in Winter Park, out of 1,709 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 20 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in Winter Park, A to Z
Every Truist Advisory Services, Inc. advisor →- Orlando H. AskaAlso a broker rep
- Lewis W. BlalockAlso a broker rep
- Todd K. BoltonCertified Financial Planner · Also a broker rep
- Liza C. BonetAlso a broker rep
- Jonathan P. FrascarelliCertified Financial Planner · Also a broker rep
- Logan M. HarclerodeAlso a broker rep
- James F. KauchakAlso a broker rep
- Joseph P. KellyCertified Financial Planner · Also a broker rep
- Renee M. MaloneyCertified Financial Planner · Also a broker rep
- Mark MankbadiAlso a broker rep
- Tajuan M. MillsAlso a broker rep
- Austin J. MitchellAlso a broker rep
- Marina C. NiceAlso a broker rep
- David A. PeckAlso a broker rep
- Tia A. PorrAlso a broker rep
- David C. ShepherdInvestment adviser rep
- Daniel L. ShifAlso a broker rep
- Ryan ShimAlso a broker rep
- Mayada A. SoufanAlso a broker rep
- Sachin TrivediChartered Financial Analyst · Also a broker rep
- James A. Wesche Jr.Chartered Financial Analyst
- Mina E. YousifAlso a broker rep
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 22Washington, DC 20Houston, TX 19New York, NY 17Fort Lauderdale, FL 16Greenville, SC 16
Other firms in Winter Park
All Winter Park advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8Advus Financial Partners, LLC 7
Questions
How many financial advisors does Truist Advisory Services, Inc. have in Winter Park?
22 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 4 list the CFP designation and 20 are also registered as broker representatives.
Is Truist Advisory Services, Inc. one of the largest advisor employers in Winter Park?
Truist Advisory Services, Inc. ranks number 6 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Truist Advisory Services, Inc. advisor in Winter Park?
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.