Holly
Camp

Truist Advisory Services, Inc

CRD#4697439
Investment Advisor
in Gastonia, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Holly Camp is a financial advisor based in Gastonia, North Carolina, working with Truist Advisory Services, Inc. Holly has previously held positions at Bb&T Investment Services, Inc, Bb&T Securities, LLC, Truist Investment Services, Inc, and Truist Advisory Services, Inc. Holly has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Holly is part of Truist Advisory Services, Inc, which operates out of Gastonia, North Carolina. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

2414 W Franklin Blvd
Gastonia, NC 28052

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

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

2,105

NC Average: 58
Total Number of Accounts

124,201

NC Average: 1,608
Average Account Size

$494,117

NC 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

Holly Camp Work History

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2018 - 2021 (3 years)

Bb&T Securities, LLC

2005 - 2018 (13 years)

Bb&T Investment Services, Inc

Disclosures

Please visit the SEC profile of Holly Camp 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

Samantha Becker
Charlotte, NC
Matthew Dyson
Winchester, VA
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Harrison Cross
Winston Salem, NC
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started