Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in Lexington, KY
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Lexington, A to Z.
The short answer
8 registered advisors work at Truist Advisory Services, Inc. in Lexington, out of 1,708 at the firm nationwide; it ranks number 19 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in Lexington, A to Z
Every Truist Advisory Services, Inc. advisor →- Lawrence F. Bender Jr.Also a broker rep
- Matthew S. BurlewCertified Financial Planner · Also a broker rep
- Brian D. ButlerAlso a broker rep
- James T. DavisAlso a broker rep
- William T. HamiltonAlso a broker rep
- David P. McIverAlso a broker rep
- Susan E. PotterAlso a broker rep
- Robert D. WaltersCertified Financial Planner · Also 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 Lexington
All Lexington advisors →Robert W. Baird & Co. Incorporated 38LPL Financial LLC 37Meridian Wealth Management, LLC 35Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Keystone Financial Group, LLC 24Raymond James Financial Services Advisors, Inc. 24Edward Jones 21McF Advisors, LLC 19J.P. Morgan Securities LLC 17Raymond James & Associates, Inc. 17Morgan Stanley 16Strategic Advisers LLC 15
Questions
How many financial advisors does Truist Advisory Services, Inc. have in Lexington?
8 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Lexington, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 1,708 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.
Is Truist Advisory Services, Inc. one of the largest advisor employers in Lexington?
Truist Advisory Services, Inc. ranks number 19 in Lexington by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 38.
How do I check a Truist Advisory Services, Inc. advisor in Lexington?
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.