Michael
Freeman

Bb&T Securities, LLC

CRD#2977939
Investment Advisor
in Charlotte, NC
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About this Advisor

Michael Freeman is a certified financial planner and chartered financial consultant based in Charlotte, North Carolina, who has 11 years of professional experience. Freeman is an employee of Bb&T Securities, LLC. Their career trajectory has included roles at Bb&T Investments and Bb&T Securities, LLC. Freeman maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Bb&T Securities, LLC is a company that has its headquarters in Charlotte, North Carolina. The company has offices in 1,470 locations and a total of 1,823 people on staff. It oversees $19 billion in assets between its 44,665 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 329 charities and foundations. Of its 44,665 client accounts, just 8% are associated with high-net-worth investors who have more than $1 million in assets. Bb&T Securities, LLC offers a diverse range 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 largely depend on which service is offered. However, fee types billed by Bb&T Securities, LLC can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 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

Yes

Office Location

6869 Fairview Rd
Charlotte, NC 28210

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Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$19,110,408,254

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

1,823

NC Average: 32
Total Number of Accounts

44,665

NC Average: 1,458
Average Account Size

$427,861

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

Michael Freeman Work History

Michael has 11 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2007 - Present (12 years)

Bb&T Investments

Disclosures

Michael Freeman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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