Emily Holt Dibble

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

• 10/2006 → 02/2021
  Bbtis
  Danville, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Danville, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  South Boston, VA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Hopewell, VA
  Colonial Heights, VA
  Petersburg, VA
  Colonial Heights, VA
  Hopewell, VA
  South Boston, VA
  Danville, VA
  Charlotte, NC
  Virginia Beach, VA
  Chatham, VA
  South Boston, VA
  Richmond, VA
• 2009-12-22 → 2018-01-02
  Bb&T Investment Services, Inc.
  Danville, VA
  South Boston, VA
  Charlotte, NC
  Danville, VA
  Danville, VA
  Danville, VA
  Chatham, VA
  Chatham, VA
  Charlotte, NC
  Danville, VA
  Charlotte, NC
  Chatham, VA
  Huntington, WV
  Danville, VA
  Virginia Beach, VA

Exams

• S66 Uniform Combined State Law Examination
  2008-01-29
• S63 Uniform Securities Agent State Law Examination
  2005-06-20

Other Names

• Emily G. Holt
• Emily G. Holt
• Emily Holt Morgan
• Emily G. Morgan