Holli Michelle Milliken

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

• 02/2016 → 06/2017
  First Citizens Investor Services
  Raleigh, NC
• 10/2006 → 06/2017
  First Citizens Asset Management
  Columbia, SC
• 07/2017 → 12/2024
  Lpl Financial Llc
  Fort Mill, SC
• 02/2025 → Present
  Truist Investment Services, Inc.
  Columbia, SC
• 02/2025 → Present
  Truist Advisory Services,Inc.
  Columbia, SC

Previous Registrations

• 2017-08-01 → 2024-12-16
  Lpl Financial Llc
  Fort Mill, SC
  Fort Mill, SC
• 2016-02-03 → 2017-06-21
  First Citizens Investor Services, Inc.
  Columbia, SC
• 2016-11-07 → 2017-06-21
  First Citizens Asset Management, Inc
  Raleigh, NC
• 2006-11-01 → 2016-02-03
  First Citizens Asset Management, Inc
  Raleigh, NC
• 2005-03-28 → 2006-01-13
  Waddell & Reed
  Columbia, SC

Exams

• S66 Uniform Combined State Law Examination
  2000-08-07

Designations

• Certified Financial Planner

Other Names

• Michelle Hardaway
• Holli Michelle Milliken
• Michelle Milliken
• Holli Michelle Hardaway