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Holly Camp

Truist Advisory Services, INC.
22 Years of Experience
Gastonia, NC
1 DisclosureBroker
View SEC Summary
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Holly Camp is a registered investment advisor at Truist Advisory Services, INC., based in Gastonia, NC, with 22 years of industry experience. Holly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2414 W Franklin Blvd, Gastonia, NC, 28052

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2017
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Holly is a member of Vivian Beth, LLC and owns multiple rental properties in Florida, Tennessee, North Carolina, and Alberta, Canada. She dedicates minimal time to auditing property financials for one property, while her husband and property managers handle the finances and day-to-day operations of the other rental properties.

Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
May 2017 - January 2018 · 8 mos
Bb&t Investment Services, INC.Broker
August 2005 - January 2018 · 12 yrs 5 mos
Wachovia Securities, LLCBroker
October 2004 - August 2005 · 10 mos
Uvest Financial Services Group, INC.Broker
November 2003 - June 2004 · 7 mos
State Registrations18 states
AZCACOFLGAINKYMAMDNCNJNYPASCTXVAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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