Patrick
Culhane

Bb&T Securities, LLC

CRD#6553818
Investment Advisor
in Charlotte, NC
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About this Advisor

Patrick Culhane is a certified financial planner operating in Charlotte, North Carolina, who has been in the financial industry for 10 years. Culhane works at Bb&T Securities, LLC. Throughout their career, they have worked at Ptc Investments, Inc, Suntrust Investment Services, Inc, Suntrust Bank, Bank Of America, Weis & Associates LLC, Bb&T Securities, LLC, Bb&T, Suntrust Advisory Services and Bbtis. Culhane maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Bb&T Securities, LLC is a company operating out of Charlotte, North Carolina. The company has offices in 1,470 locations and a total of 1,823 employees. It handles $19 billion in assets under management between its 44,665 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 329 charitable organizations. Of its 44,665 accounts, just 8% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a broad array 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 fee schedules depend on the services provided. However, fee types billed by Bb&T Securities, LLC can be comprised of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

10 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

Patrick Culhane Work History

Patrick has 10 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2017 - Present (2 years)

Bb&T

2017 - Present (2 years)

Bbtis

2016 - 2017 (1 year)

Suntrust Advisory Services

2015 - 2017 (2 years)

Suntrust Investment Services, Inc

2013 - 2017 (4 years)

Suntrust Bank

2011 - 2013 (2 years)

Bank Of America

2009 - 2011 (2 years)

Ptc Investments, Inc

2008 - 2009 (1 year)

Weis & Associates LLC

Disclosures

Patrick Culhane has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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