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Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Richmond, VA

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

The short answer

79 registered advisors work at Truist Advisory Services, Inc. in Richmond, out of 1,709 at the firm nationwide; it ranks number 3 in the city by advisors. 7 list the CFP designation and 71 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Richmond, 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 118Orlando, 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 16Greenville, SC 16

Other firms in Richmond

All Richmond advisors →

Davenport & Company LLC 148Wells Fargo Clearing Services, LLC 113Morgan Stanley 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Raymond James & Associates, Inc. 38Wells Fargo Advisors Financial Network, LLC 34Ameriprise Financial Services, LLC 30LPL Financial LLC 27Riverfront Investment Group, LLC 27The London Company Of Virginia 24Janney Montgomery Scott LLC 22Cary Street Partners 20

Questions

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

79 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Richmond, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 7 list the CFP designation and 71 are also registered as broker representatives.

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

Truist Advisory Services, Inc. ranks number 3 in Richmond by registered advisors; Davenport & Company LLC has the most, with 148.

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

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.