Bb&t Institutional Investment Advisers, Inc.

Bb&t Institutional Investment Advisers, Inc. (CRD# 106156) is a financial advisory firm headquartered in Greenville, SC. They manage $6,119,778,623 in 795 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6,120
    MILLION
  • Total Number of Accounts
    795
    ACCOUNTS
  • Average Account Value
    $7,697,835
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, DC, DE, FL, GA, IN, KY, MD, NC, PA, SC, SD, TN, TX, VA, WV

Financial Advisors at Bb&t Institutional Investment Advisers, Inc.
Showing 1 - 10 of 92 top financial advisors.
1
Ann M. Caner
CRD#: 4547254
605 North Orlando Avenue, Winter Park, FL 32789
96
Wealthminder
score

Ann Caner (CRD# 4547254) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Winter Park, FL and has over 15 years of experience in the finance industry. Ann Caner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James L. Luke
CRD#: 3018125
434 Fayetteville St Fl 5, Raleigh, NC 27601
96
Wealthminder
score

James Luke (CRD# 3018125) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry.

3
Edward L. Nell
CRD#: 2673926
4117 Chain Bridge Rd Fl 4, Fairfax, VA 22030
96
Wealthminder
score

Edward Nell (CRD# 2673926) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Fairfax, VA and has over 22 years of experience in the finance industry. Edward Nell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Peggy D. Scott
CRD#: 2048648
301 College Street, Floor 2, Greenville, SC 29601
96
Wealthminder
score

Peggy Scott (CRD# 2048648) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 26 years of experience in the finance industry. Peggy Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William D. Shealy
CRD#: 2942488
301 College Street, Floor 2, Greenville, SC 29601
96
Wealthminder
score

William Shealy (CRD# 2942488) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 20 years of experience in the finance industry.

6
Matthew J. Van Name
CRD#: 5302850
301 College Street, Floor 2, Greenville, SC 29601
96
Wealthminder
score

Matthew Van Name (CRD# 5302850) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 11 years of experience in the finance industry. Matthew Van Name has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Robert B. Appleman
CRD#: 3267489
271 17th St Nw Ste 700, Atlanta, GA 30363
93
Wealthminder
score

Robert Appleman (CRD# 3267489) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Atlanta, GA and has over 18 years of experience in the finance industry.

8
Cindy B. Autry
CRD#: 5584435
301 College Street, Floor 2, Greenville, SC 29601
93
Wealthminder
score

Cindy Autry (CRD# 5584435) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 9 years of experience in the finance industry.

9
Charmaine J. Balok
CRD#: 3207582
301 College Street, Floor 2, Greenville, SC 29601
93
Wealthminder
score

Charmaine Balok (CRD# 3207582) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 17 years of experience in the finance industry.

10
Ralph B. Barany
CRD#: 2048181
301 College Street, Floor 2, Greenville, SC 29601
93
Wealthminder
score

Ralph Barany (CRD# 2048181) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 28 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.