Bb&T Securities, LLC
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About this Advisor
Adriana Mendez-Rugh is a certified financial planner who lives in Charlotte, North Carolina. Currently an investment advisor with Bb&T Securities, LLC, they have accumulated 11 years of professional experience in the financial advisory industry. Mendez-Rugh has a Series 63 license, qualifying them as a securities representative. Mendez-Rugh is registered to serve clients based out of North Carolina. During their career, the advisor has held roles at Bank Of America, Bank Of America Investment Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bb&T Securities, LLC, Bb&T Investment Services, Inc and Bb&T Bank. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and has 1,470 other brick-and-mortar locations in the country. In aggregate, Bb&T Securities, LLC oversees $19 billion in assets throughout 44,665 accounts and retains more than 1,823 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 36,169 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 8% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Bb&T Securities, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Bb&T Securities, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adriana Mendez-Rugh Work History
Adriana has 11 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America
Bank Of America Investment Services, Inc
Adriana Mendez-Rugh has no disclosures.
Please visit their SEC profile for more details.