Patrick TuiteCRD Number: 5170601
Current Firm: Bb&t Investment Services, Inc.
Patrick Tuite (CRD# 5170601) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|Bb&t Investment Services, Inc.||Conway, SC||Mar 2016 - Current||4|
|Capital Investment Group, Inc.||Raleigh, NC||Nov 2013 - Feb 2016||2|
|Capital Investment Advisory Services, LLC||Raleigh, NC||Nov 2013 - Feb 2016||2|
|Wells Fargo Advisors LLC||Wilmington, NC||Apr 2011 - Nov 2013||2|
|Edward Jones||St Louis, MO||Feb 2009 - Apr 2011||2|
|Axa Advisors, LLC||San Diego, CA||Jun 2006 - Jan 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV
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