Bb&T Securities, LLC
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About this Advisor
Peter Kelly is a financial advisor who works in Charlotte, North Carolina, with a total of 13 years of work experience. Kelly is on the advisory team at Bb&T Securities, LLC. Over the course of their career, Kelly has held roles at Morgan Stanley Smith Barney, White Rose Bar & Grill, University Of Phoenix, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Victors Italian Restaurant, Pnc Investments and Bb&T Securities, LLC. Kelly has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Bb&T Securities, LLC is a business that has its headquarters in Charlotte, North Carolina. The firm has offices in 1,470 locations and a total of 1,823 people on staff. It controls $19 billion in assets under management across its 44,665 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 329 charities and foundations. Of its 44,665 customer accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets. Bb&T Securities, LLC offers a broad assortment 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. A financial advisor's fee schedules typically are based on the type of financial services. However, fee types charged by Bb&T Securities, LLC 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
Peter Kelly Work History
Peter has 13 years of experience.
Bb&T Securities, LLC
Santander Bank, Na
Santander Securities, LLC
Victors Italian Restaurant
Northwestern Mutual Investment Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Northwestern Mutual Life Insurance Company
Morgan Stanley Smith Barney
University Of Phoenix
White Rose Bar & Grill
Peter Kelly has no disclosures.
Please visit their SEC profile for more details.