Joseph Poczontek, financial advisor Wilmington NC
93 score

Joseph Poczontek

CRD Number: 5460292
Current Firm: Bb&t Securities, LLC

Joseph Poczontek (CRD# 5460292) is an Investment Advisor Representative working at Bb&t Securities, LLC in Wilmington, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Securities, LLC Wilmington, NC Jan 2013 - Current 3
Scott & Stringfellow, LLC Wilmington, NC Mar 2010 - Current 6
Unemployed Wilmington, NC Jan 2010 - Mar 2010 < 1
Us Army National Guard Stow, OH Aug 2002 - Jan 2010 7
W&s Brokerage Services Cincinnati, OH Jul 2008 - Mar 2009 < 1
Western Southern Life Stow, OH Apr 2008 - Mar 2009 < 1
First Investors Corp Independence, OH Nov 2007 - Mar 2008 < 1
Marco's Pizza Stow, OH Dec 2004 - Nov 2007 2
Oharmg Stow, OH Aug 2002 - Nov 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Joseph F. Poczontek
Phone Number: 804-643-1811
Registered State(s):
  • NC
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
93
Clean Record
This advisor has a clean track record with regulators.

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