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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

3 registered advisors work at Truist Advisory Services, Inc. in Cornelius, out of 1,708 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Cornelius, 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 Cornelius

All Cornelius advisors →

Alphastar Capital Management 65Morgan Stanley 20Raymond James Financial Services Advisors, Inc. 13Edward Jones 8Aspire Private Capital 7LPL Financial LLC 5Everstar Asset Management, LLC 4Cambridge Investment Research Advisors, Inc. 3Independent Advisor Alliance, LLC 3Osaic Wealth, Inc. 3

Questions

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

3 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Cornelius, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,708 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

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

Truist Advisory Services, Inc. ranks number 11 in Cornelius by registered advisors; Alphastar Capital Management has the most, with 65.

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

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.