Cheryl
Anderson

Bb&T Securities, LLC

CRD#4698537
Investment Advisor
in New Bern, NC

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About this Advisor

Cheryl Anderson is an advisor in New Bern, North Carolina. Currently a registered advisor at Bb&T Securities, LLC, Anderson has 17 years of professional experience in the financial advisory industry. Anderson has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Anderson can work with investors based out of North Carolina. Over the course of their career, they have held roles at Bb&T Securities, LLC and Bb&T Investment Services, Inc. Bb&T Securities, LLC is located in New Bern, North Carolina, and operates out of 1,405 additional brick-and-mortar locations across the United States. In total, Bb&T Securities, LLC manages $26 billion in assets throughout 64,869 accounts and employs more than 1,833 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 56,363 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Bb&T Securities, LLC can provide 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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

Disclosures

No

Office Location

375 S Front St
New Bern, NC 28560

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Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$26,160,037,524

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

1,833

NC Average: 32
Total Number of Accounts

64,869

NC Average: 1,458
Average Account Size

$403,275

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

Cheryl Anderson Work History

Cheryl has 17 years of experience.

2018 - Present (3 years)

Bb&T Securities, LLC

2003 - Present (18 years)

Bb&T Investment Services, Inc

Disclosures

Cheryl Anderson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bb&T Securities, LLC

Adam Rothstein
Miami, FL
David Herrick
Bedford, VA
Mohammed Karim
Charlotte, NC
Kathleen Breen
Charlotte, NC
Jocelyn Mcbride
Charlotte, NC
Johnathon Cope
Atlanta, GA
David Hall
Gambrills, MD
Drew Harshaw
Charlotte, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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