Michael T Crump

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2016 → 01/2019
  Bb&T Bank
  Greenville, SC
• 05/2016 → 06/2020
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 06/2020
  Bb&T
  Greenville, SC
• 02/2021 → 01/2023
  Truist Investment Services, Inc.
  Greenville, SC
• 01/2023 → 05/2024
  Truist Advisory Services, Inc.
  Atlanta, GA
• 05/2024 → Present
  Kestra Investment Services, Llc
  Greenville, SC
• 05/2024 → Present
  Kestra Advisory Services, Llc
  Greenville, SC

Previous Registrations

• 2021-02-17 → 2024-05-20
  Truist Advisory Services, Inc.
  Atlanta, GA
  Greenville, SC
  Simpsonville, SC
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Greenville, SC
  Greenville, SC
  Greenville, SC
  Richmond, VA
• 2016-09-29 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Greenville, SC

Other Businesses

Name: NFP CORPORATE SERVICES (SE) POSITION: Employee NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, #OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 05/20/2024 ADDRESS: 128 Millport Circle, Greenville SC 29607, United States DESCRIPTION: Soliciting new clients, servicing existing clients, investment recommendations, development of financial plans Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative - Sr. Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/20/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Investment Advisory Services. Name: NFP CORPORATE SERVICES (SE) POSITION: Employee NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 05/20/2024 ADDRESS: 300 Executive Center Dr, Suite 103, Greenville SC 29607, United States DESCRIPTION: Soliciting new clients, servicing existing clients, investment recommendations, development of financial plans Name: U.S. AIR FORCE POSITION: Senior Master Sergeant - Heavy Repair Superintendent NATURE: U.S. Air Force INVESTMENT RELATED: No # OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2010 ADDRESS: 200 W. Stewart Ave, Charleston AFB SC 29404, United States DESCRIPTION: I serve with the 560th RED HORSE Squadron. We are designed to rapidly deploy and perform heavy construction at austere and hostile worldwide locations. Name: SNACK NATION VENDING, LLC POSITION: None NATURE: Retail INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2025 ADDRESS: 44 Silesian Ct, Pelzer SC 29669, United States DESCRIPTION: Not an owner/operator or have any connection to the company other than my wife and I residing in the same household.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-28

Designations

• Certified Financial Planner
• Chartered Financial Consultant