Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in Morgantown, WV
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Morgantown, A to Z.
The short answer
3 registered advisors work at Truist Advisory Services, Inc. in Morgantown, out of 1,708 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in Morgantown, A to Z
Every Truist Advisory Services, Inc. advisor →- Douglas S. DavisAlso a broker rep
- Angela J. HoldsworthAlso a broker rep
- Patricia L. WatsonAlso 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 Morgantown
All Morgantown advisors →LPL Financial LLC 11Edward Jones 8Osaic Wealth, Inc. 6Tiaa-Cref Individual & Institutional Services, LLC 4Ameriprise Financial Services, LLC 3Centaurus Financial, Inc. 3Equitable Advisors, LLC 3Park Avenue Securities LLC 3
Questions
How many financial advisors does Truist Advisory Services, Inc. have in Morgantown?
3 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Morgantown, West Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,708 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Truist Advisory Services, Inc. one of the largest advisor employers in Morgantown?
Truist Advisory Services, Inc. ranks number 9 in Morgantown by registered advisors; LPL Financial LLC has the most, with 11.
How do I check a Truist Advisory Services, Inc. advisor in Morgantown?
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.