Victoria RobertsCRD Number: 5579231
Current Firm: Bb&t Securities, LLC
Victoria Roberts (CRD# 5579231) is an Investment Advisor Representative working at Bb&t Securities, LLC in Reston, VA and has over 6 years of experience in the finance industry.
David Wealth Management, LLC
Palatine Advisors, Inc.
Planning Solutions Group, LLC
|Bb&t Securities, LLC||Reston, VA||Jan 2013 - Current||4|
|Scott & Stringfellow||Alexandria, VA||Mar 2009 - Current||8|
|Wachovia Secuties||Alexandria, VA||Apr 2008 - Mar 2009||< 1|
|Unemployed||Alexandria, VA||Feb 2008 - Apr 2008||< 1|
|Macys||Fairfax, VA||Dec 2002 - Feb 2008||5|
|George Mason University||Fairfax, VA||Aug 2001 - May 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
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
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