Rebecca Kishbaugh, financial advisor Charlotte NC
93 score

Rebecca Kishbaugh

CRD Number: 5276279
Current Firm: Bb&t Securities, LLC

Rebecca Kishbaugh (CRD# 5276279) is an Investment Advisor Representative working at Bb&t Securities, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Securities Charlotte, NC Dec 2017 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte, NC May 2016 - Dec 2017 1
Ameriprise Financial Services, Inc. Durham, NC Oct 2011 - May 2016 4
Morgan Stanley Smith Barney Durham, NC Jun 2009 - Oct 2011 2
Citigroup Global Markets Durham, NC Aug 2008 - Oct 2011 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Jacksonville, FL Jan 2007 - Aug 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Rebecca B. Kishbaugh
Phone Number: 804-643-1811
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    18,055
    MILLIONS
  • Total Number of Accounts
    42,521
    ACCOUNTS
  • Average Account Value
    $424,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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