Bb&t Securities, LLC
Bb&t Securities, LLC (CRD# 142785) is a financial advisory firm headquartered in Richmond, VA. They manage $18,054,570,181 in 42,521 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management18,055MILLION
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Total Number of Accounts42,521ACCOUNTS
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Average Account Value$424,604
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Eduardo Flores-Vega (CRD# 5926317) is an Investment Advisor Representative working at Bb&t Securities, LLC in Miami, FL and has over 7 years of experience in the finance industry.
Shawn Amblod (CRD# 5170562) is an Investment Advisor Representative working at Bb&t Securities, LLC in State College, PA and has over 11 years of experience in the finance industry. Shawn Amblod has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Frederic Anders (CRD# 5082719) is an Investment Advisor Representative working at Bb&t Securities, LLC in Charlotte, NC and has over 8 years of experience in the finance industry. Frederic Anders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Appleby (CRD# 4541094) is an Investment Advisor Representative working at Bb&t Securities, LLC in Raleigh, NC and has over 14 years of experience in the finance industry. James Appleby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Theodore Barger (CRD# 2339760) is an Investment Advisor Representative working at Bb&t Securities, LLC in Warrenton, VA and has over 22 years of experience in the finance industry. Theodore Barger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Bem (CRD# 1129451) is an Investment Advisor Representative working at Bb&t Securities, LLC in Easton, PA and has over 35 years of experience in the finance industry.
Gregory Bingel (CRD# 4732243) is an Investment Advisor Representative working at Bb&t Securities, LLC in Wilmington, NC and has over 14 years of experience in the finance industry. Gregory Bingel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brent Boden (CRD# 5401670) is an Investment Advisor Representative working at Bb&t Securities, LLC in Crestview Hills, KY and has over 10 years of experience in the finance industry. Brent Boden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Bopp (CRD# 4002997) is an Investment Advisor Representative working at Bb&t Securities, LLC in Greenville, SC and has over 19 years of experience in the finance industry. Paul Bopp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Donald Born (CRD# 26281) is an Investment Advisor Representative working at Bb&t Securities, LLC in King Of Prussia, PA and has over 13 years of experience in the finance industry. Donald Born has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.