Jacqueline
Cavendish

Bb&T Securities, LLC

CRD#4205783
Investment Advisor
in Charlotte, NC
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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

Series 63, Series 65

Years of Experience

12 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

Jacqueline Cavendish Work History

Jacqueline has 12 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2012 - Present (7 years)

Bb&T

2012 - Present (7 years)

Bb&T Investment Services, Inc

2011 - 2012 (1 years)

Putnam County Bank

2006 - 2010 (4 years)

Fifth Third Securities, Inc

Disclosures

Jacqueline Cavendish has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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