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)