Lloyd NelmsCRD Number: 4630560
Current Firm: Bb&t Securities, LLC
Lloyd Nelms (CRD# 4630560) is an Investment Advisor Representative working at Bb&t Securities, LLC in Raleigh, NC and has over 14 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Bb&t Securities, LLC||Raleigh, NC||Apr 2012 - Current||5|
|Bank Of America, Na||Raleigh, NC||Dec 2009 - Apr 2012||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Raleigh, NC||Oct 2009 - Apr 2012||2|
|Banc Of America Investment Services, Inc.||Raleigh, NC||Jul 2005 - Apr 2012||6|
|Banc Of America Insurance Services, Inc.||Raleigh, NC||Jul 2005 - Apr 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
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