Bb&T Securities, LLC

Investment Advisor
in Charlotte, NC
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About this Advisor

Joseph Livolsi is a certified financial planner based in Charlotte, North Carolina, who has been in the financial industry for 12 years. Livolsi is an advisor for Bb&T Securities, LLC. Throughout their career, Livolsi has worked at Colonial Bank, Colonial Brokerage, Inc, Colonial Asset Management, Inc, Bb&T Bank, Bb&T Investments and Bb&T Securities, LLC. Livolsi has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Florida. Bb&T Securities, LLC is a firm that has its headquarters in Charlotte, North Carolina. The firm has offices in 1,470 locations and a total of 1,823 employees. It has $19 billion in total assets between its 44,665 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 329 charities and foundations. Of its 44,665 customer accounts, just 8% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a number of services, including 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 fees largely are based on the type of services. Fee types charged by Bb&T Securities, LLC can include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

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



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


NC Average: $1,835,309,194
Total Number of Employees


NC Average: 32
Total Number of Accounts


NC Average: 1,458
Average Account Size


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

Joseph Livolsi Work History

Joseph has 12 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2009 - Present (10 years)

Bb&T Bank

2009 - Present (10 years)

Bb&T Investments

2009 - 2009 (< 1 year)

Colonial Asset Management, Inc

2006 - 2009 (3 years)

Colonial Bank

2006 - 2009 (3 years)

Colonial Brokerage, Inc


Joseph Livolsi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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