Bb&T Securities, LLC
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About this Advisor
Ed Cwalina is a financial advisor whose office is in Charlotte, North Carolina. Currently a registered advisor with Bb&T Securities, LLC, they have accumulated 11 years of practice in the financial advisory industry. Cwalina holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Cwalina can work with investors in Pennsylvania. Their career trajectory has included roles at National Penn Bank, Bb&T Securities, LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Bbtis. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and operates out of 1,470 locations throughout the nation. In total, Bb&T Securities, LLC oversees $19 billion in assets throughout 44,665 client accounts and employs more than 1,823 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 36,169 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 8% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in 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, fixed and commission-based 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
Ed Cwalina Work History
Ed has 11 years of experience.
Bb&T Securities, LLC
Cetera Investment Advisers LLC
National Penn Bank
Cetera Investment Services LLC
Ed Cwalina has disclosures.
Please visit their SEC profile for more details.