Holly Elizabeth Duncan

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 02/2021
  Suntrust Advisory Services
  Atlanta, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Aplharetta, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Alpharetta, GA

Previous Registrations

• 2001-05-02 → 2002-11-21
  Truist Investment Services, Inc.
  Port St Lucie, FL

Other Businesses

TRUSTEE OF FAMILY MEMBER POSITION: Trustee NATURE: I have been appointed as trustee for my parent's irrevocable trust that holds their life insurance and their home. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: , Canton GA , United States DESCRIPTION: I am currently appointed as trustee but have not done anything with the trust itself. It is an irrevocabletrust my parents created to hold their life insurance and home. No investments or bank accounts.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-13