Andrew
Mill

Bb&T Securities, LLC

CRD#5105588
Investment Advisor
in Charlotte, NC
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About this Advisor

Andrew Mill is a financial advisor based in Charlotte, North Carolina, with a total of 10 years of professional experience. Mill is on the advisory team at Bb&T Securities, LLC. The advisor has gained experience at National Penn Bank, Cetera Investment Services, Cetera Investment Advisers LLC, Bb&T Securities, LLC and Bbtis. Mill holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Bb&T Securities, LLC is a financial advisory firm operating out of Charlotte, North Carolina. It has offices in 1,470 locations and a total of 1,823 financial advisors. It has $19 billion in total assets across its 44,665 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 329 charitable organizations. Of its 44,665 client accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Bb&T Securities, LLC performs a broad set 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 services are provided. Fee types billed by Bb&T Securities, LLC likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 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

Yes

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

$19,110,408,254

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

1,823

NC Average: 32
Total Number of Accounts

44,665

NC Average: 1,458
Average Account Size

$427,861

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

Andrew Mill Work History

Andrew has 10 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2016 - Present (3 years)

Bbtis

2015 - 2016 (1 years)

Cetera Investment Advisers LLC

2009 - 2016 (7 years)

National Penn Bank

2009 - 2016 (7 years)

Cetera Investment Services

Disclosures

Andrew Mill has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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