Bb&T Securities, LLC
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About this Advisor
Santiago Torres is an investment advisor located in Charlotte, North Carolina. Currently a registered financial advisor with Bb&T Securities, LLC, they have gathered 10 years of work experience as a financial advisor. Torres holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Torres is registered to work with clients based out of Pennsylvania. During their career, the advisor has held roles at Jpmorgan Chase Bank Na, Chase Investments Services Corp, Amscot Financial, Pnc Bank, Pnc Investments, Bb&T Securities, LLC, Bb&T Investment Services, Inc and Bb&T Bank. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and has 1,470 other locations in the nation. Overall, Bb&T Securities, LLC oversees $19 billion in assets throughout 44,665 client accounts and employs more than 1,823 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 36,169 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 8% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Bb&T Securities, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees 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
Santiago Torres Work History
Santiago has 10 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
Jpmorgan Chase Bank Na
Chase Investments Services Corp
Santiago Torres has no disclosures.
Please visit their SEC profile for more details.