Kenneth
Hoefer

Bb&T Securities, LLC

CRD#2918146
Investment Advisor
in Charlotte, NC
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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

Series 63, Series 65, Series 66

Years of Experience

18 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

$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

Kenneth Hoefer Work History

Kenneth has 18 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2015 - Present (4 years)

Bb&T

2015 - Present (4 years)

Bbtis

2000 - Present (19 years)

Susquehanna Trust & Investment Co

2006 - 2013 (7 years)

Valley Forge Asset Management

Disclosures

Kenneth Hoefer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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