Stephen Gegg (CRD# 5894471) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Lancaster, PA and has over 5 years of experience in the finance industry.
CRD# 5665657
Northwestern Mutual Investment Services,llc
Score
103
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
CRD# 5993607
Thrivent Investment Management Inc.
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bb&t - Northeast Inst Trust-service | Lancaster, PA | Mar 2016 - Current | 2 |
| Valley Forge Asset Management Corp. | King Of Prussia, PA | Feb 2013 - Feb 2016 | 3 |
| Susquehanna Bancshares | Lititz, PA | Jan 2011 - Feb 2013 | 2 |
| Unemployed | Lititz, PA | Dec 2009 - Jan 2011 | 1 |
| Pnc Bank | Lancaster, PA | Aug 2008 - Dec 2009 | 1 |
| Sterling Financial Trust Company | Lancaster, PA | May 1997 - Aug 2008 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- PA
-
Total Assets Under Management6,120MILLIONS
-
Total Number of Accounts795ACCOUNTS
-
Average Account Value$7,697,835
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, DC, DE, FL, GA, IN, KY, MD, NC, PA, SC, SD, TN, TX, VA, WV
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