Kellie
Carroll

Bb&T Securities, LLC

CRD#4354407
Investment Advisor
in Charlotte, NC
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About this Advisor

Kellie Carroll is a certified financial planner based out of Charlotte, North Carolina, who has been in the financial industry for 10 years. Carroll is currently employed by Bb&T Securities, LLC. Throughout their career, they have worked at Bb&T Investments, Wells Fargo Advisors, LLC, Bb&T Securities and Wells Fargo Clearing Services, LLC. Carroll maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in North Carolina. Bb&T Securities, LLC is a business based in Charlotte, North Carolina. The company has offices in 1,470 locations and a total of 1,823 advisors. It controls $19 billion in assets among its 44,665 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 329 charities and foundations. Of its 44,665 customer accounts, just 8% belong to high-net-worth investors who have at least $1 million in assets. The firm provides a diverse range 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. Financial advisory fee schedules largely are based on the services. However, fee types billed by Bb&T Securities, LLC can include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

One Morrocroft Center 6805 Morrison Boulevard, Suite 120
Charlotte, NC 28211

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Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$20,257,150,583

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

1,840

NC Average: 32
Total Number of Accounts

56,514

NC Average: 1,458
Average Account Size

$358,445

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

Kellie Carroll Work History

Kellie has 10 years of experience.

2017 - Present (2 years)

Bb&T Securities

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2008 - 2013 (5 years)

Bb&T Investments

Disclosures

Kellie Carroll has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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