Bb&t Securities, LLC

Bb&t Securities, LLC (CRD# 142785) is a financial advisory firm headquartered in Richmond, VA. They manage $18,054,570,181 in 42,521 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,055
    MILLION
  • Total Number of Accounts
    42,521
    ACCOUNTS
  • Average Account Value
    $424,604
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
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.

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, WY

Financial Advisors at Bb&t Securities, LLC
Showing 1 - 10 of 1,216 top financial advisors.
1
Eduardo Flores-Vega
CRD#: 5926317
1200 Brickell Avenue 10th Floor, Miami, FL 33131
98
Wealthminder
score

Eduardo Flores-Vega (CRD# 5926317) is an Investment Advisor Representative working at Bb&t Securities, LLC in Miami, FL and has over 6 years of experience in the finance industry.

2
Shawn Amblod
CRD#: 5170562
125 Southridge Plz, State College, PA 16801
96
Wealthminder
score

Shawn Amblod (CRD# 5170562) is an Investment Advisor Representative working at Bb&t Securities, LLC in State College, PA and has over 10 years of experience in the finance industry. Shawn Amblod 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
Frederic K. Anders
CRD#: 5082719
200 S College St, 11th Fl, Charlotte, NC 28202
96
Wealthminder
score

Frederic Anders (CRD# 5082719) is an Investment Advisor Representative working at Bb&t Securities, LLC in Charlotte, NC and has over 7 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.

4
James M. Appleby
CRD#: 4541094
4460 Six Forks Rd, Raleigh, NC 27609
96
Wealthminder
score

James Appleby (CRD# 4541094) is an Investment Advisor Representative working at Bb&t Securities, LLC in Raleigh, NC and has over 13 years of experience in the finance industry. James Appleby 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
Theodore N. Barger
CRD#: 2339760
236 W Lee Hwy, Warrenton, VA 20186
96
Wealthminder
score

Theodore Barger (CRD# 2339760) is an Investment Advisor Representative working at Bb&t Securities, LLC in Warrenton, VA and has over 21 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.

6
Robert G. Bem
CRD#: 1129451
741 S 25th St, Easton, PA 18045
96
Wealthminder
score

Robert Bem (CRD# 1129451) is an Investment Advisor Representative working at Bb&t Securities, LLC in Easton, PA and has over 34 years of experience in the finance industry.

7
Gregory S. Bingel
CRD#: 4732243
680 S College Rd, Wilmington, NC 28403
96
Wealthminder
score

Gregory Bingel (CRD# 4732243) is an Investment Advisor Representative working at Bb&t Securities, LLC in Wilmington, NC and has over 14 years of experience in the finance industry. Gregory Bingel 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
Brent T. Boden
CRD#: 5401670
111 Lookout Farm Dr, Crestview Hills, KY 41017
96
Wealthminder
score

Brent Boden (CRD# 5401670) is an Investment Advisor Representative working at Bb&t Securities, LLC in Crestview Hills, KY and has over 9 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.

9
Paul J. Bopp
CRD#: 4002997
2 West Washington Street, Suite 800, Greenville, SC 29601
96
Wealthminder
score

Paul Bopp (CRD# 4002997) is an Investment Advisor Representative working at Bb&t Securities, LLC in Greenville, SC and has over 18 years of experience in the finance industry. Paul Bopp 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
Donald L. Born
CRD#: 26281
150 South Warner Road, Suite 200, King Of Prussia, PA 19406
96
Wealthminder
score

Donald Born (CRD# 26281) is an Investment Advisor Representative working at Bb&t Securities, LLC in King Of Prussia, PA and has over 12 years of experience in the finance industry. Donald Born 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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