Elissa
Graner

Bb&T Securities, LLC

CRD#6538844
Investment Advisor
in Charlotte, NC
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About this Advisor

Elissa Graner is a financial advisor operating out of Charlotte, North Carolina, who has been in the industry for 17 years. Graner works at Bb&T Securities, LLC. During their career, the advisor has held roles at Bb&T Securities, LLC, The Swain School, National Penn Bank, Cetera Investment Services LLC, Bb&T and Bbtis. Graner has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Bb&T Securities, LLC is a financial advisory company that has its headquarters in Charlotte, North Carolina. The company has offices in 1,470 locations and a total of 1,823 people on staff. It has $19 billion in assets among its 44,665 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 329 charitable organizations. Of its 44,665 client accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets. Bb&T Securities, LLC performs a diverse assortment 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 charged by financial advisors typically vary depending on which service is provided. However, fees charged by Bb&T Securities, LLC likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

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, 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

Elissa Graner Work History

Elissa has 17 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2016 - Present (3 years)

Bb&T

2016 - Present (3 years)

Bbtis

2015 - 2016 (1 years)

Cetera Investment Services LLC

2012 - 2016 (4 years)

National Penn Bank

2001 - 2011 (10 years)

The Swain School

Disclosures

Elissa Graner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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