Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in Raleigh, NC
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Raleigh, A to Z.
The short answer
49 registered advisors work at Truist Advisory Services, Inc. in Raleigh, out of 1,708 at the firm nationwide; it ranks number 13 in the city by advisors. 18 list the CFP designation and 45 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in Raleigh, A to Z
Every Truist Advisory Services, Inc. advisor →- Vance C. AndersonAlso a broker rep
- James W. Applewhite IIIAlso a broker rep
- John B. AshleyAlso a broker rep
- Andrew W. BassAlso a broker rep
- Nicholas A. BironAlso a broker rep
- Matthew S. BuddoCertified Financial Planner · Also a broker rep
- Dean ChannellAlso a broker rep
- Jessica H. CharltonAlso a broker rep
- Stephen A. EngelsonAlso a broker rep
- Kristin L. EzzellAlso a broker rep
- William S. FairclothCertified Financial Planner · Also a broker rep
- Robert R. Greer Jr.Chartered Financial Analyst
- Gordon W. Grimes IICertified Financial Planner · Also a broker rep
- Cynthia L. HarvardAlso a broker rep
- Frederick M. Hight IVInvestment adviser rep
- Stephen M. HollomanAlso a broker rep
- Matthew B. JohnsonCertified Financial Planner · Also a broker rep
- Horace R. KornegayAlso a broker rep
- Brandan M. KotCertified Financial Planner · Also a broker rep
- Serena R. LesterCertified Financial Planner · Also a broker rep
- Paul C. LiebmanAlso a broker rep
- Addison LinAlso a broker rep
- Blake H. ManleyCertified Financial Planner · Also a broker rep
- Cindy MarvinAlso a broker rep
- Jocelyn M. McBrideAlso a broker rep
- Daniel W. McCallCertified Financial Planner · Also a broker rep
- Azrealle C. McClainAlso a broker rep
- Thomas W. McGee Jr.Certified Financial Planner · Also a broker rep
- Michelle J. McNamaraCertified Financial Planner · Also a broker rep
- Lloyd K. NelmsAlso a broker rep
- Travis O'QuinnAlso a broker rep
- Christopher H. OldhamAlso a broker rep
- Andrew B. OrrCertified Financial Planner · Also a broker rep
- Raymond K. Peterson IIIInvestment adviser rep
- David W. RakestrawCertified Financial Planner · Also a broker rep
- Philip H. RothsteinCertified Financial Planner · Also a broker rep
- Wesley ShadeCertified Financial Planner · Also a broker rep
- Stephen R. ShafferAlso a broker rep
- Carson ShepherdAlso a broker rep
- Rachel P. SmallAlso a broker rep
- Leigh A. St JohnAlso a broker rep
- Andrew G. SullivanAlso a broker rep
- John W. SwindellAlso a broker rep
- John W. TaylorCertified Financial Planner · Also a broker rep
- Jane G. WatsonCertified Financial Planner · Also a broker rep
- Jacquelyn M. WiggsAlso a broker rep
- Lori A. YorkCertified Financial Planner · Also a broker rep
- Reed ZiemianskiInvestment adviser rep
- Levente F. ZsuppanCertified Financial Planner · Also a broker rep
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Truist Advisory Services, Inc. advisors in other cities
Atlanta, GA 139Charlotte, NC 118Richmond, VA 79Orlando, FL 56Tampa, 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 Raleigh
All Raleigh advisors →Captrust 121Merrill Lynch, Pierce, Fenner & Smith Incorporated 101Wells Fargo Clearing Services, LLC 101Strategic Advisers LLC 97First Citizens Investor Services, Inc. 86Morgan Stanley 84Capital Investment Advisory Services, LLC 69Edward Jones 69LPL Financial LLC 62Credit Union Investment Services 51Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 49
Questions
How many financial advisors does Truist Advisory Services, Inc. have in Raleigh?
49 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,708 nationwide. 18 list the CFP designation and 45 are also registered as broker representatives.
Is Truist Advisory Services, Inc. one of the largest advisor employers in Raleigh?
Truist Advisory Services, Inc. ranks number 13 in Raleigh by registered advisors; Captrust has the most, with 121.
How do I check a Truist Advisory Services, Inc. advisor in Raleigh?
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.