Frederic
Anders

Bb&T Securities, LLC

CRD#5082719
Investment Advisor
in Charlotte, NC
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About this Advisor

Frederic Anders is a certified financial planner operating out of Charlotte, North Carolina, who has been in the financial industry for 11 years. Anders currently works for Bb&T Securities, LLC. During their career, Anders has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Toll Brothers, Inc, Bb&T Securities, LLC, Bbtis and Bb&T. Anders maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Bb&T Securities, LLC is a registered investment company that has its headquarters in Charlotte, North Carolina. It has offices in 1,470 locations and a total of 1,823 employees. It manages $19 billion in assets under management across its 44,665 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 329 charitable organizations. Of its 44,665 customer accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. The company provides a number of services, including 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 typically vary depending on which services the firm provides the client. However, fee types charged by Bb&T Securities, LLC likely are comprised of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Frederic Anders Work History

Frederic has 11 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2016 - Present (3 years)

Bbtis

2016 - Present (3 years)

Bb&T

2010 - 2015 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2007 - 2010 (3 years)

Toll Brothers, Inc

Disclosures

Frederic Anders has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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