Lynard E. Holland
Professional summary
Lynard Eugene Holland, who also goes by Boomer Holland, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Franklin, Tennessee and TRUIST INVESTMENT SERVICES, INC. located in Franklin, Tennessee.
Lynard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Lynard has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lynard Eugene Holland's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 18, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 731 Cool Springs Blvd, Franklin, TN 37067October 14, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 731 Cool Springs Blvd, Franklin, TN 37067Office #2: 2184 Hillsboro Rd, Franklin, TN 37064Office #3: 2021 N Locust Ave, Lawrenceburg, TN 38464Office #4: 275 Main St, Savannah, TN 38372July 14, 2016 - October 17, 2022
FIFTH THIRD SECURITIES, INC.
July 14, 2016 - October 17, 2022
FIFTH THIRD SECURITIES, INC.
July 21, 2009 - July 12, 2016
EDWARD JONES
July 3, 2009 - July 12, 2016
EDWARD JONES
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
(10/14/2022)
(11/8/2022)
(10/3/2024)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(4/17/2024)
(10/8/2024)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/18/2022)
(10/14/2022)
(10/14/2022)
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.
