Bb&T Securities, LLC
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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
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
Joseph Livolsi Work History
Joseph has 12 years of experience.
Bb&T Securities, LLC
Colonial Asset Management, Inc
Colonial Brokerage, Inc
Joseph Livolsi has no disclosures.
Please visit their SEC profile for more details.