Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in Duluth, GA
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Duluth, A to Z.
The short answer
3 registered advisors work at Truist Advisory Services, Inc. in Duluth, out of 1,709 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in Duluth, A to Z
Every Truist Advisory Services, Inc. advisor →- Christopher M. BrittCertified Financial Planner · Also a broker rep
- Richard D. Sargent IIAlso a broker rep
- Liang-Yu C. TaylorAlso 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 Duluth
All Duluth advisors →Pfs Investments Inc. 40Merrill Lynch, Pierce, Fenner & Smith Incorporated 25Wells Fargo Clearing Services, LLC 24Morgan Stanley 15Ameriprise Financial Services, LLC 9Cetera Investment Advisers LLC 8Cornerstone Management, Inc. 7LPL Financial LLC 6Janney Montgomery Scott LLC 4State Farm Investment Management Corp. 4Transamerica Financial Advisors, LLC 4Edelman Financial Engines 3
Questions
How many financial advisors does Truist Advisory Services, Inc. have in Duluth?
3 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Duluth, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Truist Advisory Services, Inc. one of the largest advisor employers in Duluth?
Truist Advisory Services, Inc. ranks number 14 in Duluth by registered advisors; Pfs Investments Inc. has the most, with 40.
How do I check a Truist Advisory Services, Inc. advisor in Duluth?
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.