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Clinton O
Series 65, Series 63
Allentown, PA
Truist Advisory Services
Clinton Osmun is a financial advisor with Truist Advisory Services holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at various Citizens Bank and Securities entities from 2015 until joining Truist Advisory Services in 2021. He is also a registered notary public in Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.
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