Timothy MannCRD Number: 1351711
Current Firm: Bb&t Securities, LLC
Timothy Mann (CRD# 1351711) is an Investment Advisor Representative working at Bb&t Securities, LLC in Greenville, NC and has over 32 years of experience in the finance industry.
Carolina Financial Services Group, Inc.
Carolina Wealth Management, Inc.
On Investment Management Co
|Bb&t Securities, LLC||Winston-salem, NC||Jan 2013 - Current||5|
|Scott & Stringfellow, Inc.||Winston-salem, NC||Apr 2007 - Current||10|
|Pacific Life Insurance Company||Newport Beach, CA||Feb 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
- Criminal Record
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