Bb&T Securities, LLC
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About this Advisor
Kenneth Hoefer is a financial advisor who works out of Charlotte, North Carolina, who has been in the industry for 18 years. Hoefer is an employee of Bb&T Securities, LLC. The advisor has gained experience at Susquehanna Trust & Investment Co, Valley Forge Asset Management, Bb&T Securities, LLC, Bb&T and Bbtis. Hoefer maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Maryland. Bb&T Securities, LLC is a financial advisory firm operating out of Charlotte, North Carolina. The firm has offices in 1,470 locations and a total of 1,823 people on staff. It controls $19 billion in 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 advises 329 charitable organizations. Of its 44,665 accounts, just 8% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a number 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 management fees vary depending on the type of services offered. Fees 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
Kenneth Hoefer Work History
Kenneth has 18 years of experience.
Bb&T Securities, LLC
Susquehanna Trust & Investment Co
Valley Forge Asset Management
Kenneth Hoefer has no disclosures.
Please visit their SEC profile for more details.