Clinton
Osmun

Truist Advisory Services, Inc

CRD#6475171
Investment Advisor
in Allentown, PA

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About this Advisor

Clinton Osmun is a financial advisor operating in Allentown, Pennsylvania with 2 years of relevant experience. Osmun is an advisor for Truist Advisory Services, Inc. During their career, Osmun has held roles at Bankers Life And Casualty, Citizens Securities, Inc, Citizens Bank, Truist Investment Services, Inc and Truist Advisory Services, Inc. Osmun has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Truist Advisory Services, Inc is a registered investment company that has its headquarters in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 people on staff. It has $53 billion in total assets among its 125,600 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 85 charities and foundations. Of its 125,600 accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fee schedules depend on which services the firm provides the client. Fee types charged by Truist Advisory Services, Inc most likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Allentown, PA

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

PA Average: $3,570,121,308
Total Number of Employees

2,842

PA Average: 58
Total Number of Accounts

125,600

PA Average: 1,608
Average Account Size

$423,328

PA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Clinton Osmun Work History

Clinton has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2020 - 2021 (1 year)

Citizens Securities, Inc

2020 - 2021 (1 year)

Citizens Bank

2015 - 2020 (5 years)

Citizens Securities, Inc

2015 - 2020 (5 years)

Citizens Bank

2009 - 2015 (6 years)

Bankers Life And Casualty

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Clinton Osmun to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Megan Childress
Richmond, VA
Matti Gordon
Cumming, GA
Pedro Paulo Lourenco
Houston, TX
Staci Goins
Myrtle Beach, SC
Samson Orina
Atlanta, GA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
Merritt Island, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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