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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

14 registered advisors work at Truist Advisory Services, Inc. in Roanoke, out of 1,708 at the firm nationwide; it ranks number 9 in the city by advisors. 3 list the CFP designation and 14 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Roanoke, 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 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 Roanoke

All Roanoke advisors →

Wells Fargo Clearing Services, LLC 45Equitable Advisors, LLC 22Davenport & Company LLC 20LPL Financial LLC 20Equity Services, Inc. 17Commonwealth Financial Network 15Edward Jones 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Morgan Stanley 12Ameriprise Financial Services, LLC 10Janney Montgomery Scott LLC 10Geneos Wealth Management, Inc. 9

Questions

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

14 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Roanoke, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,708 nationwide. 3 list the CFP designation and 14 are also registered as broker representatives.

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

Truist Advisory Services, Inc. ranks number 9 in Roanoke by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.

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

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.