Lee
Berger

Bb&T Securities, LLC

CRD#5913468
Investment Advisor
in Charlotte, NC
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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

Series 65, Series 63

Years of Experience

14 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

Lee Berger Work History

Lee has 14 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2016 - Present (3 years)

Bb&T Investment Services, Inc

2012 - 2016 (4 years)

National Penn Investment Services

2012 - 2016 (4 years)

Cetera Investment Services LLC

2011 - 2012 (1 year)

Pruco Securities, LLC

2011 - 2012 (1 year)

The Prudential Insurance Company Of America

2009 - 2009 (< 1 year)

Staples

2008 - 2011 (3 years)

Bucks County Water And Sewer Authority

2004 - 2008 (4 years)

Palisades School District

Disclosures

Lee Berger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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