David
Dively

Bb&T Securities, LLC

CRD#4676863
Investment Advisor
in Charlotte, NC
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About this Advisor

David Dively is a financial advisor operating in Charlotte, North Carolina, who has been in the industry for 12 years. Dively currently works for Bb&T Securities, LLC. Over the course of their career, they have held roles at Cetera Investment Services LLC, National Penn Bank, Cetera Investment Advisers LLC, Bb&T Securities, LLC and Bbtis. Dively maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Delaware. Bb&T Securities, LLC is a financial advisory firm that has its headquarters in Charlotte, North Carolina. The company has offices in 1,470 locations and a total of 1,823 financial advisors. It manages $19 billion in total assets across its 44,665 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 329 charities and foundations. Of its 44,665 client accounts, just 8% belong to high-net-worth investors who have more than $1 million in investable assets. The company offers a wide array 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. Fees for financial advisory services are based on which services are offered. Fee types billed by Bb&T Securities, LLC likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

David Dively Work History

David has 12 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2016 - Present (3 years)

Bbtis

2014 - 2016 (2 years)

Cetera Investment Advisers LLC

2006 - 2016 (10 years)

Cetera Investment Services LLC

2006 - 2016 (10 years)

National Penn Bank

Disclosures

David Dively has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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