Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in Virginia Beach, VA
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Virginia Beach, A to Z.
The short answer
9 registered advisors work at Truist Advisory Services, Inc. in Virginia Beach, out of 1,708 at the firm nationwide; it ranks number 17 in the city by advisors. 3 list the CFP designation and 8 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in Virginia Beach, A to Z
Every Truist Advisory Services, Inc. advisor →- Lisa M. BorisAlso a broker rep
- Colin DucharmeCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Donald J. EbnerAlso a broker rep
- Jamie L. KerrAlso a broker rep
- Nancy M. MitchelAlso a broker rep
- Tricia R. MomyerAlso a broker rep
- Colby K. MurphyCertified Financial Planner · Also a broker rep
- Niklas K. OskarssonChartered Financial Analyst
- Clarke M. PayneCertified Financial Planner · 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 Virginia Beach
All Virginia Beach advisors →LPL Financial LLC 33Wells Fargo Clearing Services, LLC 30Davenport & Company LLC 29MML Investors Services, LLC 29Merrill Lynch, Pierce, Fenner & Smith Incorporated 29Ameriprise Financial Services, LLC 26Raymond James Financial Services Advisors, Inc. 26Morgan Stanley 22Raymond James & Associates, Inc. 21Cambridge Investment Research Advisors, Inc. 20Strategic Advisers LLC 20Edward Jones 18
Questions
How many financial advisors does Truist Advisory Services, Inc. have in Virginia Beach?
9 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Virginia Beach, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,708 nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.
Is Truist Advisory Services, Inc. one of the largest advisor employers in Virginia Beach?
Truist Advisory Services, Inc. ranks number 17 in Virginia Beach by registered advisors; LPL Financial LLC has the most, with 33.
How do I check a Truist Advisory Services, Inc. advisor in Virginia Beach?
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.