Gretchen
Dougherty

Bb&T Securities, LLC

CRD#4304544
Investment Advisor
in Charlotte, NC
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About this Advisor

Gretchen Dougherty is a financial advisor based out of Charlotte, North Carolina, with a total of 25 years of work experience. Dougherty works at Bb&T Securities, LLC. The advisor has gained experience at Suntrust Investment Services, Inc, Suntrust Bank, Bb&T Bank, Bb&T Investment Services, Inc and Bb&T Securities, LLC. Dougherty maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Bb&T Securities, LLC is an advisory business that has its headquarters in Charlotte, North Carolina. The company has offices in 1,470 locations and a total of 1,823 employees. It handles $19 billion in total assets among its 44,665 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 329 charities and foundations. Of its 44,665 client accounts, just 8% belong to high-net-worth clients who have at least $1 million in investable assets. Bb&T Securities, LLC offers a broad 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 charged by financial advisors usually vary depending on which service is offered. However, fee types billed by Bb&T Securities, LLC can include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 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

Gretchen Dougherty Work History

Gretchen has 25 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2014 - Present (5 years)

Bb&T Bank

2014 - Present (5 years)

Bb&T Investment Services, Inc

2006 - 2013 (7 years)

Suntrust Investment Services, Inc

1993 - 2013 (20 years)

Suntrust Bank

Disclosures

Gretchen Dougherty has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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