Bb&T Securities, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
John Sherman is a certified financial planner in Charlotte, North Carolina. Currently a registered investment advisor with Bb&T Securities, LLC, they have accrued 15 years of practice in the financial advisory industry. Sherman maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Sherman can work with investors based out of South Carolina. Throughout their career, they have worked at Bank Of America, N.A, Banc Of America Investment Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bb&T Investment Services, Inc, Bb&T Securities, LLC and Bb&T Bank. Bb&T Securities, LLC is based out of Charlotte, North Carolina, and operates out of 1,470 offices in the country. In total, Bb&T Securities, LLC manages $19 billion in assets dispersed across 44,665 client accounts and employs more than 1,823 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 36,169 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 8% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Bb&T Securities, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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
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
John Sherman Work History
John has 15 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Banc Of America Investment Services, Inc
John Sherman has no disclosures.
Please visit their SEC profile for more details.