Bb&T Securities, LLC
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About this Advisor
Jacqueline Cavendish is a financial advisor based in Charlotte, North Carolina, who has been in the advisory business for 12 years. Cavendish works at Bb&T Securities, LLC. Over the course of their career, Cavendish has held roles at Fifth Third Securities, Inc, Bb&T, Bb&T Investment Services, Inc, Putnam County Bank and Bb&T Securities, LLC. Cavendish has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in West Virginia. Bb&T Securities, LLC is a business headquartered in Charlotte, North Carolina. It has offices in 1,470 locations and a total of 1,823 employees. It controls $19 billion in assets under management across its 44,665 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 329 charitable organizations. Of its 44,665 customer accounts, just 8% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Bb&T Securities, LLC offers 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. A financial advisor's fee schedules typically depend on which services are provided. Fee types billed by Bb&T Securities, LLC most likely include any combination of 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
Jacqueline Cavendish Work History
Jacqueline has 12 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
Putnam County Bank
Fifth Third Securities, Inc
Jacqueline Cavendish has no disclosures.
Please visit their SEC profile for more details.