Bb&T Securities, LLC
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About this Advisor
Lisa Seher is a certified financial planner who works in Charlotte, North Carolina. Currently a registered investment advisor with Bb&T Securities, LLC, they have accumulated 18 years of professional experience. Seher maintains a Series 63 license, qualifying them as a securities representative. Seher is able to advise customers based out of Pennsylvania. Their career trajectory has included roles at Bb&T Securities, LLC, National Penn Investors Trust Co, Bb&T Bank and Bb&T Investment Services, Inc. Bb&T Securities, LLC is based out of Charlotte, North Carolina, and operates out of 1,470 other locations across the United States. As a company, Bb&T Securities, LLC manages $19 billion in assets throughout 44,665 client accounts and retains more than 1,823 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 36,169 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 8% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Bb&T Securities, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include 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
Lisa Seher Work History
Lisa has 18 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
National Penn Investors Trust Co
Lisa Seher has no disclosures.
Please visit their SEC profile for more details.