Bb&T Securities, LLC
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About this Advisor
Lee Berger is a financial advisor operating in Charlotte, North Carolina, who has been in the advisory business for 14 years. Berger works at Bb&T Securities, LLC. During their career, the advisor has held roles at Staples, Pruco Securities, LLC, The Prudential Insurance Company Of America, Bucks County Water And Sewer Authority, Palisades School District, National Penn Investment Services, Cetera Investment Services LLC, Bb&T Securities, LLC and Bb&T Investment Services, Inc. Berger holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Bb&T Securities, LLC is a firm based in Charlotte, North Carolina. It has offices in 1,470 locations and a total of 1,823 financial advisors. It oversees $19 billion in total assets among its 44,665 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 329 charities and foundations. Of its 44,665 client accounts, just 8% are held by high-net-worth clients who have more than $1 million in assets available to invest. Bb&T Securities, LLC performs 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. Fees for financial advice largely vary depending on the type of financial services provided. However, fee types billed by Bb&T Securities, LLC likely are comprised of 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
Lee Berger Work History
Lee has 14 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
National Penn Investment Services
Cetera Investment Services LLC
Pruco Securities, LLC
The Prudential Insurance Company Of America
Bucks County Water And Sewer Authority
Palisades School District
Lee Berger has no disclosures.
Please visit their SEC profile for more details.