Joshua Kincaid

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

• 03/2019 → 07/2023
  Secu Brokerage Services
  Raleigh, NC
• 03/2019 → 07/2023
  Secu Life Insurance Company
  Raleigh, NC
• 07/2015 → 07/2023
  State Employees' Credit Union
  Raleigh, NC
• 05/2019 → 07/2023
  Credit Union Investment Services
  Raleigh, NC
• 07/2023 → 08/2025
  Equitable Advisors, Llc
  Charlotte, NC
• 07/2023 → 08/2025
  Equitable Advisors, Llc
  New York, NY
• 08/2025 → Present
  Truist Investment Services, Inc
  Winston Salem, NC
• 08/2025 → Present
  Truist Advisory Services, Inc
  Winston Salem, NC

Previous Registrations

• 2023-08-18 → 2025-08-19
  Equitable Advisors, Llc
  Charlotte, NC
  Winston Salem, NC
  Charlotte, NC
• 2019-05-25 → 2023-06-22
  Credit Union Investment Services
  Kernersville, NC
  Winston-Salem, NC
  Raleigh, NC

Other Businesses

ROVER POSITION: Caretaker NATURE: In-home pet sitting. Owner of record is Sarah Kincaid (spouse). Josh has negligible and infrequent responsibilities but can include feeding and walking of animals. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: Winston Salem NC, United States DESCRIPTION: Responsibilities may include feeding and walking of animals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-25
• S63 Uniform Securities Agent State Law Examination
  2019-05-13

Designations

• Certified Financial Planner

Other Names

• Joshua Joseph Kincaid