Bb&T Securities, LLC
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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
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
Kellie Carroll Work History
Kellie has 10 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Kellie Carroll has no disclosures.
Please visit their SEC profile for more details.