Bb&t Investment Services, Inc.

Bb&t Investment Services, Inc. (CRD# 33856) is a financial advisory firm headquartered in Charlotte, NC. They manage $742,826,363 in 3,725 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    743
    MILLION
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

Financial Advisors at Bb&t Investment Services, Inc.
Showing 1 - 10 of 680 top financial advisors.
1
Marcus B. Walker
CRD#: 4582200
2001 Ross Ave Ste 2700, Dallas, TX 75201
101
Wealthminder
score

Marcus Walker (CRD# 4582200) is an Investment Advisor Representative working at BB&T in Dallas, TX and has over 10 years of experience in the finance industry. Marcus Walker 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Frederic K. Anders
CRD#: 5082719
200 S College St, 8th Fl, Charlotte, NC 28202
96
Wealthminder
score

Frederic Anders (CRD# 5082719) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry. Frederic Anders 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.

3
Theodore N. Barger
CRD#: 2339760
3450 Pacific Ave, Virginia Beach, VA 23451
96
Wealthminder
score

Theodore Barger (CRD# 2339760) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Virginia Beach, VA and has over 20 years of experience in the finance industry. Theodore Barger 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
Robert G. Bem
CRD#: 1129451
200 S College St, 8th Fl, Charlotte, NC 28202
96
Wealthminder
score

Robert Bem (CRD# 1129451) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 32 years of experience in the finance industry.

5
Brent T. Boden
CRD#: 5401670
200 S College St, 8th Fl, Charlotte, NC 28202
96
Wealthminder
score

Brent Boden (CRD# 5401670) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry. Brent Boden 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.

6
Gary W. Boswick
CRD#: 2933594
200 S College St, 8th Fl, Charlotte, NC 28202
96
Wealthminder
score

Gary Boswick (CRD# 2933594) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry. Gary Boswick 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
Michael R. Brin
CRD#: 4689727
200 S College St, 8th Fl, Charlotte, NC 28202
96
Wealthminder
score

Michael Brin (CRD# 4689727) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 12 years of experience in the finance industry. Michael Brin 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.

8
Gregory F. Broadbridge
CRD#: 866982
200 S College St, 8th Fl, Charlotte, NC 28202
96
Wealthminder
score

Gregory Broadbridge (CRD# 866982) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 27 years of experience in the finance industry. Gregory Broadbridge 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.

9
Brian T. Brunick
CRD#: 2454245
200 S College St, 8th Fl, Charlotte, NC 28202
96
Wealthminder
score

Brian Brunick (CRD# 2454245) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry. Brian Brunick 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.

10
Louis G. Clark
CRD#: 3192722
4699 W Lake Mary Blvd, Lake Mary, FL 32746
96
Wealthminder
score

Louis Clark (CRD# 3192722) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Lake Mary, FL and has over 14 years of experience in the finance industry. Louis Clark 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.

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