Holly C. Camp
Professional summary
Holly Chapman Camp, who also goes by Holly Elizabeth Camp, Holly Camp, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Gastonia, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Gastonia, North Carolina.
Holly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Holly has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Holly Chapman Camp's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2414 W Franklin Blvd, Gastonia, NC 28052February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 265 W Franklin Blvd, Gastonia, NC 28052January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
May 12, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
August 18, 2005 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
October 6, 2004 - August 9, 2005
WELLS FARGO CLEARING SERVICES, LLC
November 19, 2003 - June 14, 2004
UVEST FINANCIAL SERVICES GROUP, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/17/2021)
(2/17/2021)
(9/18/2023)
(2/17/2021)
(2/17/2021)
(3/28/2024)
(2/17/2021)
(2/17/2021)
(4/15/2024)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(4/2/2024)
(4/9/2024)
(2/17/2021)
(2/17/2021)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Gastonia, NC 28052TRUST BUT VERIFY
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