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Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Charlotte, NC

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

The short answer

118 registered advisors work at Truist Advisory Services, Inc. in Charlotte, out of 1,709 at the firm nationwide; it ranks number 6 in the city by advisors. 12 list the CFP designation and 111 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Charlotte, 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 139Richmond, 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 16Greenville, SC 16

Other firms in Charlotte

All Charlotte advisors →

Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66First Citizens Investor Services, Inc. 54

Questions

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

118 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 12 list the CFP designation and 111 are also registered as broker representatives.

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

Truist Advisory Services, Inc. ranks number 6 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.

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

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.