Kelly
Whitlock

Bb&T Securities, LLC

CRD#4130895
Investment Advisor
in Charlotte, NC
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About this Advisor

Kelly Whitlock is a financial advisor who works out of Charlotte, North Carolina, with 13 years of financial industry experience. Whitlock is currently employed by Bb&T Securities, LLC. Whitlock has gained experience at Bb&T, Bb&T Investment Services, Inc, The Huntington Investment Company, The Huntington National Bank, Bb&T Securities, LLC and Bbtis. Whitlock holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in West Virginia. Bb&T Securities, LLC is a business based out of Charlotte, North Carolina. It has offices in 1,470 locations and a total of 1,823 people on staff. It controls $19 billion in total assets among its 44,665 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 329 charitable organizations. Of its 44,665 accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets. The firm performs a wide set 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. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Bb&T Securities, LLC likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Kelly Whitlock Work History

Kelly has 13 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2016 - Present (3 years)

Bb&T

2016 - Present (3 years)

Bbtis

2013 - 2016 (3 years)

The Huntington Investment Company

2013 - 2016 (3 years)

The Huntington National Bank

2006 - 2013 (7 years)

Bb&T Investment Services, Inc

2005 - 2013 (8 years)

Bb&T

Disclosures

Kelly Whitlock has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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