Cynthia Lou Harvard

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 → Present
  Sun Trust Investment Sertvices
  Fuquay-Varina, NC
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Other Businesses

ONLINE PERSONAL PROPERTY SALES POSITION: SOLE PROPRIETOR NATURE: I INTEND TO SELL CLOTHING, SHOES AND ACCESSORIES THAT I OWN BUT DO NOT USE. I INTEND TO USE THE RESALE SITE MERCARI. I WILL NOT MAKE A PROFIT AS I ALREADY PAID FOR THESE ITEMS AND DO NOT INTEND TO RECIEVE MORE THAN WHAT I PAID. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2020 ADDRESS: , RALEIGH NC , United States DESCRIPTION: I WILL LIST ITEMS FOR SALE ON THE WEBSITE AND DELIVER ITEMS ONCE SOMEONE BUYS THEM. PAYMENT PROCESSING IS PAYPAL AND THE PROCEEDS WILL GO INTO PAYPAL ACCOUNT FOR DISTRIBUTION TO MY PERSONAL CHECKING ACCOUNT THAT IS ON FILE. AMERICAN RED CROSS CENTRAL NC CHAPTER POSITION: Chapter Board Member NATURE: American Red Cross is a non-profit humanitarian organization that provides emergency assistance, disaster relief, and disaster preparedness education in the United States. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 01/16/2023 ADDRESS: Durham NC, United States DESCRIPTION: Further chapter goals in the area of blood drive campaigns, disaster preparedness and assistance and community outreach.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-25
• S63 Uniform Securities Agent State Law Examination
  1994-04-22

Other Names

• Cyndi Harvard
• Cindy Harvard
• Cynthia Harvard