Kylie Roman, financial advisor Richmond VA
90 score

Kylie Roman

CRD Number: 5983662
Current Firm: Bb&t Securities, LLC

Kylie Roman (CRD# 5983662) is an Investment Advisor Representative working at Bb&t Securities, LLC in Richmond, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Securities Richmond, VA Mar 2014 - Current 2
Davenport & Co Richmond, VA Feb 2014 - Mar 2014 < 1
Northwestern Mutual Investment Services, LLC Richmond, VA Mar 2012 - Feb 2014 1
John F. Van Der Hyde Richmond, VA Jan 2012 - Feb 2014 2
John F. Van Der Hyde Richmond, VA Sep 2011 - Jan 2012 < 1
Lara Nichols Midlothian, VA Jun 2011 - Aug 2011 < 1
Virginia Tech Blacksburg, VA Aug 2007 - Jul 2011 3
William Valenta Pittsburgh, PA May 2010 - Aug 2010 < 1
Baja Bar And Grill Pittsburgh, PA Jun 2008 - Aug 2010 2
Forever 21 Pittsburgh, PA May 2008 - Jun 2008 < 1
Fox Chapel Area High School Pittsburgh, VA Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Kylie A. Roman
Phone Number: 804-643-1811
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    11,707
    MILLIONS
  • Total Number of Accounts
    19,348
    ACCOUNTS
  • Average Account Value
    $605,078
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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