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Building 2BB&T INVESTMENT SERVICES, INC.

Map pinCHARLOTTE, NC
Phone704-954-1388
NotebookSEC #801-106629
Total AUM
$1.1B
Employees
850
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 SOUTH COLLEGE STREET
11TH FLOOR, SUITE 1100
CHARLOTTE
NC 28202
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
704-954-1388

ReceiptFinancials

Total AUM
$1.1B
Accounts
5,430
Discretionary
$134.4M
Accounts
257
Non-Discretionary
$949.2M
Accounts
5,173

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
ALAZCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHPARISCTNTXUTVAVTWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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