Aimee
Turner

Bb&T Securities, LLC

CRD#4203929
Investment Advisor
in Charlotte, NC
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About this Advisor

Aimee Turner is a financial advisor who works in Charlotte, North Carolina, who has 20 years of experience as a financial advisor. Turner works at Bb&T Securities, LLC. Their career trajectory has included roles at Wilmington Trust Co. Of Pa, M&T Securities, Bb&T Securities, LLC, Bb&T Investments and Bb&T Bank. Turner maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Bb&T Securities, LLC is an advisory business that has its headquarters in Charlotte, North Carolina. It has offices in 1,470 locations and a total of 1,823 advisors. It administers $19 billion in total assets among its 44,665 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 329 charities and foundations. Of its 44,665 accounts, just 8% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically are based on which service is provided. Fees charged by Bb&T Securities, LLC may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

200 S College St 11Th Fl
Charlotte, NC 28202

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Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$20,257,150,583

NC Average: $1,835,309,194
Total Number of Employees

1,840

NC Average: 32
Total Number of Accounts

56,514

NC Average: 1,458
Average Account Size

$358,445

NC Average: $1,258,785

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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

Aimee Turner Work History

Aimee has 20 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2017 - Present (2 years)

Bb&T Investments

2017 - Present (2 years)

Bb&T Bank

2011 - 2017 (6 years)

M&T Securities

1998 - 2017 (19 years)

Wilmington Trust Co. Of Pa

Disclosures

Aimee Turner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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