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Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Rockville, MD

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

The short answer

9 registered advisors work at Truist Advisory Services, Inc. in Rockville, out of 1,708 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Rockville, 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 Rockville

All Rockville advisors →

LPL Financial LLC 41Morgan Stanley 31Citigroup Global Markets Inc. 21Raymond James Financial Services Advisors, Inc. 21Cetera Investment Advisers LLC 20RBC Capital Markets, LLC 20MML Investors Services, LLC 14Strategic Advisers LLC 11Cerity Partners LLC 10Apollon Wealth Management, LLC 8Atcap Partners, LLC 8Fsa Wealth Partners 8

Questions

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

9 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Rockville, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 1,708 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

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

Truist Advisory Services, Inc. ranks number 10 in Rockville by registered advisors; LPL Financial LLC has the most, with 41.

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

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.