Bb&T Securities, LLC
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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
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
Patrick Culhane Work History
Patrick has 10 years of experience.
Bb&T Securities, LLC
Suntrust Advisory Services
Suntrust Investment Services, Inc
Bank Of America
Ptc Investments, Inc
Weis & Associates LLC
Patrick Culhane has no disclosures.
Please visit their SEC profile for more details.