Diana Villegas, financial advisor Charlotte NC

Diana Villegas

CRD Number: 6835603
Current Firm: Bb&t Securities, LLC

Diana Villegas (CRD# 6835603) is an Investment Advisor Representative working at Bb&t Securities, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Securities Charlotte, NC May 2019 - Current 1
N/a Arleta, CA Feb 2019 - May 2019 < 1
Jp Morgan Securities LLC Sun Valley, CA Jul 2017 - Feb 2019 1
Jp Morgan Chase Sun Valley, CA Aug 2014 - Feb 2019 4
Unemployed London, Jul 2014 - Aug 2014 < 1
Kingston University Kingston Upon Thames, London, Dec 2013 - Jun 2014 < 1
Unemployed Kingston Upon Thames, London, Aug 2013 - Nov 2013 < 1
Sprint Northridge, CA Sep 2008 - Aug 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Diana Villegas
Phone Number: 804-643-1811
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    26,160
    MILLIONS
  • Total Number of Accounts
    64,869
    ACCOUNTS
  • Average Account Value
    $403,275
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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