Bb&T Securities, LLC
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About this Advisor
Robin Thomas is a financial advisor based out of Charlotte, North Carolina, who has been in the advisory business for 11 years. Thomas currently works for Bb&T Securities, LLC. During their career, the advisor has held roles at Glass Jacobson, Triad Advisors, Inc, Dr. Ray Becker, Bb&T Bank, Bb&T Investment Services, Inc and Bb&T Securities, LLC. Thomas maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland. Bb&T Securities, LLC is a firm based in Charlotte, North Carolina. The investment advisory business has offices in 1,470 locations and a total of 1,823 advisors. It controls $19 billion in total assets among its 44,665 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 329 charitable organizations. Of its 44,665 customer accounts, just 8% are held by high-net-worth individuals who have more than $1 million in investable assets. Bb&T Securities, LLC has a number 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 fees largely vary depending on which services the firm provides the client. However, fee types charged by Bb&T Securities, LLC most likely consist of any combination 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
Robin Thomas Work History
Robin has 11 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
Triad Advisors, Inc
Dr. Ray Becker
Robin Thomas has no disclosures.
Please visit their SEC profile for more details.