Overview
Assets Under Management: $19.1 billion
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 3,452
Average Client Assets: $2.2 million
Frequently Asked Questions
BB&T SECURITIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142785), BB&T SECURITIES, LLC is subject to fiduciary duty under federal law.
BB&T SECURITIES, LLC is headquartered in RICHMOND, VA.
BB&T SECURITIES, LLC serves 3,452 high-net-worth clients according to their SEC filing dated November 20, 2018. View client details ↓
According to their SEC Form ADV, BB&T SECURITIES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BB&T SECURITIES, LLC manages $19.1 billion in client assets according to their SEC filing dated November 20, 2018.
According to their SEC Form ADV, BB&T SECURITIES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3,452
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.33%
Average Client Assets: $2.2 million
Total Client Accounts: 44,665
Discretionary Accounts: 36,169
Non-Discretionary Accounts: 8,496
Regulatory Filings
CRD Number: 142785
Filing ID: 1252796
Last Filing Date: 2018-11-20 11:20:00