Robert
Lineback

Bb&T Securities, LLC

CRD#1366979
Investment Advisor
in Charlotte, NC
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About this Advisor

Robert Lineback is a certified financial planner who works out of Charlotte, North Carolina, who has 11 years of work experience. Lineback works at Bb&T Securities, LLC. Their career trajectory has included roles at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Bb&T Investments, Bb&T Bank and Bb&T Securities, LLC. Lineback has a Series 63 license, which qualifies them as a securities agent, and is registered to work in North Carolina. Bb&T Securities, LLC is a registered investment company that has its headquarters in Charlotte, North Carolina. The company has offices in 1,470 locations and a total of 1,823 advisors. It manages $19 billion in assets under management between its 44,665 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 329 charitable organizations. Of its 44,665 accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers a number of services, such as 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 largely depend on the type of financial services. Fee types charged by Bb&T Securities, LLC can include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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

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

Robert Lineback Work History

Robert has 11 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2011 - Present (8 years)

Bb&T Investments

2011 - Present (8 years)

Bb&T Bank

2009 - 2011 (2 years)

Raymond James Financial Services Advisors, Inc

2007 - 2011 (4 years)

Raymond James Financial Services

Disclosures

Robert Lineback has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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