BB&T SECURITIES, LLC

RICHMOND, VA

804-643-1811

SEC #801-77145

Total AUM

$26.2B

Employees

1,833

Clients

64,869

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

901 EAST BYRD STREET
RIVERFRONT PLAZA, WEST TOWER
RICHMOND
VA 23219
United States

Operating Hours

8:30 A.M. TO 5:00 P.M.
Monday - Friday

Phone

804-643-1811

Other Offices

1405

Financials

Total AUM

$26.2B

Accounts

64,869

Discretionary

$21.7B

Accounts

56,363

Non-Discretionary

$4.5B

Accounts

8,506

Clients

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Individual Clients

58,320

AUM

$12.9B

HNW Individual Clients

4,802

AUM

$10.8B

Banking Clients

AUM

$261.2M

Pension/Profit Sharing Plan Clients

569

AUM

$327.4M

Charitable Organization Clients

437

AUM

$449M

Government Entity Clients

AUM

$122.9M

Corporation or Business Clients

711

AUM

$1.3B

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Percentage AUM

Compliance

Disclosures

Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation

State Registrations

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Affiliates

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Affiliates

Reported 13 business affiliates.

Claimed Affiliates

Reported as an affiliate by 6 other businesses.