Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in Austin, TX
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Austin, A to Z.
The short answer
4 registered advisors work at Truist Advisory Services, Inc. in Austin, out of 1,709 at the firm nationwide; it ranks number 110 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in Austin, A to Z
Every Truist Advisory Services, Inc. advisor →- Hector HernandezAlso a broker rep
- Eric L. JohnsonAlso a broker rep
- Sonia Ortega-KnightAlso a broker rep
- Charles D. ShepherdCertified Financial Planner, Chartered Financial Analyst · Also 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 Austin
All Austin advisors →Kestra Advisory Services, LLC 418Dimensional Fund Advisors LP 208Charles Schwab & Co., Inc. 197Merrill Lynch, Pierce, Fenner & Smith Incorporated 137J.P. Morgan Securities LLC 119LPL Financial LLC 117Morgan Stanley 101Wells Fargo Clearing Services, LLC 10049 Financial 91Strategic Advisers LLC 85Edward Jones 72Hub Investment Partners, LLC 68
Questions
How many financial advisors does Truist Advisory Services, Inc. have in Austin?
4 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Truist Advisory Services, Inc. one of the largest advisor employers in Austin?
Truist Advisory Services, Inc. ranks number 110 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.
How do I check a Truist Advisory Services, Inc. advisor in Austin?
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.