Susanne
Eavenson

Bb&T Securities, LLC

CRD#2465743
Investment Advisor
in Charlotte, NC
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About this Advisor

Susanne Eavenson is a financial advisor based out of Charlotte, North Carolina, who has been in the financial industry for 27 years. Eavenson is on the advisory team at Bb&T Securities, LLC. During their career, Eavenson has held roles at Bbtsec, Merrill Lynch, Pierce, Fenner & Smith Inc, Bbtis, Bb&T Securities, LLC and Bb&T Bank. Eavenson has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in Ohio. Bb&T Securities, LLC is a financial advisory business that has its headquarters in Charlotte, North Carolina. The firm has offices in 1,470 locations and a total of 1,823 financial advisors. It has $19 billion in assets across its 44,665 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 329 charitable organizations. Of its 44,665 customer accounts, just 8% are associated with high-net-worth individuals who have greater than $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. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Bb&T Securities, LLC can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

27 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

Susanne Eavenson Work History

Susanne has 27 years of experience.

2018 - Present (1 years)

Bbtsec

2018 - Present (1 years)

Bb&T Securities, LLC

2018 - Present (1 years)

Bb&T Bank

2018 - Present (1 years)

Bbtis

2010 - 2018 (8 years)

Bbtis

1991 - 2010 (19 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Susanne Eavenson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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