Bb&T Securities, LLC
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
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
Cheryl Anderson Work History
Cheryl has 17 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
Cheryl Anderson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bb&T Securities, LLC
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.