Be advised. This firm is no longer registered.

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 71 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
Patrick J. Tuite
CRD#: 5170601
200 S College St, 8th Fl, Charlotte, NC 28202
98
Wealthminder
score

Patrick Tuite (CRD# 5170601) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.

3
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 15 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.

4
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 24 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.

5
Forest E. Kinnett
CRD#: 2691030
200 S College St, 8th Fl, Charlotte, NC 28202
96
Wealthminder
score

Forest Kinnett (CRD# 2691030) 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. Forest Kinnett 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
Emmett R. Lange
CRD#: 1541197
200 S College St, 8th Fl, Charlotte, NC 28202
96
Wealthminder
score

Emmett Lange (CRD# 1541197) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry. Emmett Lange 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
Eric O. Rivera
CRD#: 1962330
2300 E Burleigh Blvd, Eustis, FL 32726
96
Wealthminder
score

Eric Rivera (CRD# 1962330) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Eustis, FL and has over 22 years of experience in the finance industry.

8
Richard A. Simpson
CRD#: 4999321
200 S College St, 8th Fl, Charlotte, NC 28202
96
Wealthminder
score

Richard Simpson (CRD# 4999321) 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. Richard Simpson 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
Ashley E. Arnsdorff
CRD#: 5753132
905 Port Republic St, Beaufort, SC 29902
93
Wealthminder
score

Ashley Arnsdorff (CRD# 5753132) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Beaufort, SC and has over 8 years of experience in the finance industry.

10
Kathleen A. Beck
CRD#: 2593728
200 S College St, 8th Fl, Charlotte, NC 28202
93
Wealthminder
score

Kathleen Beck (CRD# 2593728) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 21 years of experience in the finance industry.

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