Linda PoffCRD Number: 5886520
Current Firm: Bb&t Securities, LLC
Linda Poff (CRD# 5886520) is an Investment Advisor Representative working at Bb&t Securities, LLC in Greenville, NC and has over 4 years of experience in the finance industry.
Carolina Financial Services Group, Inc.
Carolina Wealth Management, Inc.
On Investment Management Co
|Bb&t Securities, LLC||Greenville, NC||Jun 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Greenville, NC||Aug 1996 - Jun 2014||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management11,707MILLIONS
Total Number of Accounts19,348ACCOUNTS
Average Account Value$605,078
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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