Gretchen
Dougherty
Bb&T Securities, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bb&T Securities, LLC Brokerage Details
$20,257,150,583
1,840
56,514
$358,445
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Bb&T Securities, LLC
Bb&T Bank
Bb&T Investment Services, Inc
Suntrust Investment Services, Inc
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.