Katie
White

Bb&T Securities, LLC

CRD#3114760
Investment Advisor
in Charlotte, NC
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About this Advisor

Katie White is a certified financial planner who works out of Charlotte, North Carolina. Currently a registered advisor at Bb&T Securities, LLC, White has 12 years of experience as a registered advisor. White has a Series 66 license, designating them as both a securities agent and an investment advisor representative. White can work with clients based out of Florida. During their career, White has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC, Bb&T Securities, LLC, Jhs Capital Advisors, LLC, Bb&T Bank and Bb&T Investment Services, Inc. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and operates out of 1,470 additional brick-and-mortar locations in the nation. As a registered advisory firm, Bb&T Securities, LLC manages $19 billion in assets throughout 44,665 accounts and employs more than 1,823 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 36,169 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 8% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Bb&T Securities, LLC can offer 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

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

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

$19,110,408,254

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

1,823

NC Average: 32
Total Number of Accounts

44,665

NC Average: 1,458
Average Account Size

$427,861

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

Katie White Work History

Katie has 12 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2015 - Present (4 years)

Bb&T Bank

2015 - Present (4 years)

Bb&T Investment Services, Inc

2012 - 2015 (3 years)

Jhs Capital Advisors,LLC

2009 - 2012 (3 years)

Wells Fargo Advisors LLC

2006 - 2009 (3 years)

Wachovia Securities, LLC

Disclosures

Katie White has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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