Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in McLean, VA
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in McLean, A to Z.
The short answer
22 registered advisors work at Truist Advisory Services, Inc. in McLean, out of 1,709 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 18 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in McLean, A to Z
Every Truist Advisory Services, Inc. advisor →- James D. BeallCertified Financial Planner · Also a broker rep
- Kara L. BjoringAlso a broker rep
- Julian R. CollierAlso a broker rep
- Elizabeth L. DavilaCertified Financial Planner · Also a broker rep
- John P. DevineInvestment adviser rep
- Thomas A. DuvalAlso a broker rep
- Yvette Farrugia PolsterCertified Financial Planner · Also a broker rep
- Laura A. FitzpatrickAlso a broker rep
- Gray S. GuyAlso a broker rep
- Romesh N. JayatilekeAlso a broker rep
- Sukja S. KimCertified Financial Planner · Also a broker rep
- Richard J. LevinsonChartered Financial Analyst
- Amy W. MackayAlso a broker rep
- Lavonna T. MasonAlso a broker rep
- James J. McCormackAlso a broker rep
- Louise D. MercerAlso a broker rep
- Kevin T. MoriartyAlso a broker rep
- Harry J. Pilson IIAlso a broker rep
- Jose A. ReyesAlso a broker rep
- Michael E. RutlerAlso a broker rep
- Eylem SenyuzInvestment adviser rep
- Austin J. SutphinInvestment adviser 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 22Nashville, TN 22Winter Park, FL 22Washington, DC 20Houston, TX 19New York, NY 17Fort Lauderdale, FL 16Greenville, SC 16
Other firms in McLean
All McLean advisors →Wells Fargo Clearing Services, LLC 124Morgan Stanley 78Cassaday & Company, Inc. 43MML Investors Services, LLC 28Ameriprise Financial Services, LLC 22Range Advisory, LLC 19Concurrent Investment Advisors, LLC 18UBS Financial Services Inc. 18Bogart Wealth, LLC 16West Financial Services, Inc. 13Cetera Investment Advisers LLC 12Creative Planning 12
Questions
How many financial advisors does Truist Advisory Services, Inc. have in McLean?
22 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in McLean, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 4 list the CFP designation and 18 are also registered as broker representatives.
Is Truist Advisory Services, Inc. one of the largest advisor employers in McLean?
Truist Advisory Services, Inc. ranks number 6 in McLean by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 124.
How do I check a Truist Advisory Services, Inc. advisor in McLean?
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.