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Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Dallas, TX

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

The short answer

24 registered advisors work at Truist Advisory Services, Inc. in Dallas, out of 1,709 at the firm nationwide; it ranks number 38 in the city by advisors. 1 list the CFP designation and 21 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Dallas, 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 44Alpharetta, GA 22McLean, VA 22Nashville, TN 22Winter Park, FL 22Washington, DC 20Houston, TX 19New York, NY 17Fort Lauderdale, FL 16Greenville, SC 16

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65

Questions

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

24 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 1 list the CFP designation and 21 are also registered as broker representatives.

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

Truist Advisory Services, Inc. ranks number 38 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.

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

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.