Bb&T Securities, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bb&T Securities, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Bb&T Securities, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Robert Lineback has no disclosures.
Please visit their SEC profile for more details.