Bb&T Securities, LLC
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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
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
Kelly Whitlock Work History
Kelly has 13 years of experience.
Bb&T Securities, LLC
The Huntington Investment Company
The Huntington National Bank
Bb&T Investment Services, Inc
Kelly Whitlock has no disclosures.
Please visit their SEC profile for more details.