Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in Hickory, NC
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Hickory, A to Z.
The short answer
3 registered advisors work at Truist Advisory Services, Inc. in Hickory, out of 1,708 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in Hickory, A to Z
Every Truist Advisory Services, Inc. advisor →- James J. GowenAlso a broker rep
- Keith S. Holtsclaw Jr.Certified Financial Planner · Also a broker rep
- Kathy A. WhiteAlso 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 Hickory
All Hickory advisors →LPL Financial LLC 13Edward Jones 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Cambridge Investment Research Advisors, Inc. 6Thrivent Investment Management Inc. 6Wells Fargo Clearing Services, LLC 6Ameriprise Financial Services, LLC 4Alphastar Capital Management 3Benjamin F. Edwards & Company, Inc. 3Cetera Investment Advisers LLC 3Raymond James Financial Services Advisors, Inc. 3
Questions
How many financial advisors does Truist Advisory Services, Inc. have in Hickory?
3 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Hickory, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,708 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 Hickory?
Truist Advisory Services, Inc. ranks number 12 in Hickory by registered advisors; LPL Financial LLC has the most, with 13.
How do I check a Truist Advisory Services, Inc. advisor in Hickory?
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.