Bb&T Securities, LLC
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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
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
Katie White Work History
Katie has 12 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
Jhs Capital Advisors,LLC
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Katie White has no disclosures.
Please visit their SEC profile for more details.