Robin
Thomas

Bb&T Securities, LLC

CRD#5884152
Investment Advisor
in Charlotte, NC
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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

Series 65, Series 63

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

Robin Thomas Work History

Robin has 11 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2014 - Present (5 years)

Bb&T Bank

2014 - Present (5 years)

Bb&T Investment Services, Inc

2011 - 2014 (3 years)

Glass Jacobson

2011 - 2014 (3 years)

Triad Advisors, Inc

2007 - 2010 (3 years)

Dr. Ray Becker

Disclosures

Robin Thomas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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