Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in Athens, GA
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Athens, A to Z.
The short answer
4 registered advisors work at Truist Advisory Services, Inc. in Athens, out of 1,708 at the firm nationwide; it ranks number 19 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in Athens, A to Z
Every Truist Advisory Services, Inc. advisor →- Nancy BishopAlso a broker rep
- Daniel A. BledsoeAlso a broker rep
- Jacqueline N. EkardCertified Financial Planner · Also a broker rep
- Paige G. SimmonsAlso 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 22Winter Park, FL 22Washington, DC 20Houston, TX 19New York, NY 17Fort Lauderdale, FL 16
Other firms in Athens
All Athens advisors →Cannon Financial Strategists, Inc. 26Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Elwood & Goetz 13Morgan Stanley 13Elevate Wealth Advisory, Inc. 11Wells Fargo Clearing Services, LLC 10State Farm Investment Management Corp. 9Edward Jones 8Ifg Advisory, LLC 8Carson Advisory Group 7LPL Financial LLC 7Cambridge Investment Research Advisors, Inc. 5
Questions
How many financial advisors does Truist Advisory Services, Inc. have in Athens?
4 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Athens, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,708 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Truist Advisory Services, Inc. one of the largest advisor employers in Athens?
Truist Advisory Services, Inc. ranks number 19 in Athens by registered advisors; Cannon Financial Strategists, Inc. has the most, with 26.
How do I check a Truist Advisory Services, Inc. advisor in Athens?
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.