Bb&T Securities, LLC

Investment Advisor
in Charlotte, NC
Are you Kenneth Hoefer? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

200 S College St 11Th Fl
Charlotte, NC 28202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bb&T Securities, LLC Brokerage Details

Total Assets Under Management


NC Average: $1,835,309,194
Total Number of Employees


NC Average: 32
Total Number of Accounts


NC Average: 1,458
Average Account Size


NC Average: $1,258,785

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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)


2015 - Present (4 years)


2000 - Present (19 years)

Susquehanna Trust & Investment Co

2006 - 2013 (7 years)

Valley Forge Asset Management


Kenneth Hoefer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started