Ashley
Harward

Bb&T Securities, LLC

CRD#3024482
Investment Advisor
in Charlotte, NC
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About this Advisor

Ashley Harward is a certified financial planner who works in Charlotte, North Carolina, with a total of 14 years of financial industry experience. Harward is an employee of Bb&T Securities, LLC. During their career, Harward has held roles at South Carolina Bank And Trust, N.A, Linsco/Private Ledger Corp, Bb&T, Bb&T Investment Services, Inc and Bb&T Securities, LLC. Harward maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in South Carolina. Bb&T Securities, LLC is a company that has its headquarters in Charlotte, North Carolina. The firm has offices in 1,470 locations and a total of 1,823 people on staff. It has $19 billion in assets across its 44,665 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 329 charitable organizations. Of its 44,665 accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets. Bb&T Securities, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees charged by Bb&T Securities, LLC may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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

$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

Ashley Harward Work History

Ashley has 14 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2014 - Present (5 years)

Bb&T

2014 - Present (5 years)

Bb&T Investment Services, Inc

2007 - 2013 (6 years)

Linsco/Private Ledger Corp

2004 - 2013 (9 years)

South Carolina Bank And Trust, N.A

Disclosures

Ashley Harward has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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