Leslie
Hollingsworth

Bb&T Securities, LLC

CRD#4255749
Investment Advisor
in Charlotte, NC
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About this Advisor

Leslie Hollingsworth is a certified financial planner based out of Charlotte, North Carolina, with 31 years of professional experience. Hollingsworth currently works for Bb&T Securities, LLC. During their career, Hollingsworth has held roles at Bb&T Investment Services, Inc, Bb&T and Bb&T Securities, LLC. Hollingsworth maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in North Carolina. Bb&T Securities, LLC is a financial advisory firm that has its headquarters in Charlotte, North Carolina. The company has offices in 1,470 locations and a total of 1,823 employees. It administers $19 billion in assets under management across its 44,665 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 329 charitable organizations. Of its 44,665 client accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of services provided. However, fee types billed by Bb&T Securities, LLC likely consist of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

31 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

Leslie Hollingsworth Work History

Leslie has 31 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2006 - Present (13 years)

Bb&T Investment Services, Inc

1987 - Present (32 years)

Bb&T

Disclosures

Leslie Hollingsworth has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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