Bb&t Securities, LLC

Bb&t Securities, LLC (CRD# 142785) is a financial advisory firm headquartered in Richmond, VA. They manage $11,707,053,427 in 19,348 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,707
    MILLION
  • 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
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

Financial Advisors at Bb&t Securities, LLC
Showing 1 - 10 of 430 top financial advisors.
1
Paul J. Bopp
CRD#: 4002997
40 West Broad Street, Suite 420, 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 17 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.

2
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 11 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.

3
Alexander S. Brown
CRD#: 4407034
12010 Sunset Hills Road Suite 740, Reston, VA 20190
96
Wealthminder
score

Alexander Brown (CRD# 4407034) is an Investment Advisor Representative working at Bb&t Securities, LLC in Reston, VA and has over 15 years of experience in the finance industry. Alexander Brown 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
Thomas L. Davis
CRD#: 4175541
200 West Vine Street Suite 120, Lexington, KY 40507
96
Wealthminder
score

Thomas Davis (CRD# 4175541) is an Investment Advisor Representative working at Bb&t Securities, LLC in Lexington, KY and has over 16 years of experience in the finance industry. Thomas Davis 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
Morris Disston
CRD#: 601901
150 South Warner Road, Suite 200, King Of Prussia, PA 19406
96
Wealthminder
score

Morris Disston (CRD# 601901) is an Investment Advisor Representative working at Bb&t Securities, LLC in King Of Prussia, PA and has over 35 years of experience in the finance industry.

6
Melissa L. Eckart
CRD#: 5325770
1100 Plantation Island Drive Suite 240, Saint Augustine, FL 32084
96
Wealthminder
score

Melissa Eckart (CRD# 5325770) is an Investment Advisor Representative working at Bb&t Securities, LLC in Saint Augustine, FL and has over 6 years of experience in the finance industry. Melissa Eckart 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
Brett M. Hanover
CRD#: 4100464
901 E. Byrd St., Richmond, VA 23219
96
Wealthminder
score

Brett Hanover (CRD# 4100464) is an Investment Advisor Representative working at Bb&t Securities, LLC in Richmond, VA and has over 16 years of experience in the finance industry. Brett Hanover 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
Samuel R. Hylton
CRD#: 2366502
1440 East Arlington Blvd., Suite B, Greenville, NC 27858
96
Wealthminder
score

Samuel Hylton (CRD# 2366502) is an Investment Advisor Representative working at Bb&t Securities, LLC in Greenville, NC and has over 23 years of experience in the finance industry. Samuel Hylton 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
Leigh P. Malloy
CRD#: 2625264
3605 Glenwood Avenue Suite 400, Raleigh, NC 27612
96
Wealthminder
score

Leigh Malloy (CRD# 2625264) is an Investment Advisor Representative working at Bb&t Securities, LLC in Raleigh, NC and has over 21 years of experience in the finance industry. Leigh Malloy 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
Cline E. Reasor
CRD#: 4967111
500 East Main Street, Suite 300, Norfolk, VA 23510
96
Wealthminder
score

Cline Reasor (CRD# 4967111) is an Investment Advisor Representative working at Bb&t Securities, LLC in Norfolk, VA and has over 11 years of experience in the finance industry. Cline Reasor 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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