Timothy
Delia

Bb&T Securities, LLC

CRD#6169791
Investment Advisor
in Charlotte, NC
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About this Advisor

Timothy Delia is a financial advisor based out of Charlotte, North Carolina, with 14 years of work experience. Delia currently works for Bb&T Securities, LLC. Throughout their career, they have worked at Gettysburg College, Middle School & High School, Pfizer Inc, Enterprise Rent A Car, M&T Bank, M&T Securities, National Penn Bank and Cetera Investment Services LLC. Delia has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Bb&T Securities, LLC is a financial advisory firm that has its headquarters in Charlotte, North Carolina. It has offices in 1,470 locations and a total of 1,823 financial advisors. It has $19 billion in assets under management between its 44,665 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 329 charities and foundations. Of its 44,665 customer accounts, just 8% belong to high-net-worth investors who have greater than $1 million in assets. Bb&T Securities, LLC performs 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 for financial advice typically are based on the services offered. However, fee types charged by Bb&T Securities, LLC likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

14 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

Timothy Delia Work History

Timothy has 14 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2017 - Present (2 years)

Bbtis

2016 - 2016 (0 years)

Cetera Investment Advisers LLC

2016 - 2017 (1 years)

Bbtis

2014 - 2014 (0 years)

M&T Securities

2014 - 2016 (2 years)

National Penn Bank

2014 - 2016 (2 years)

Cetera Investment Services LLC

2013 - 2014 (1 years)

M&T Bank

2012 - 2012 (0 years)

Enterprise Rent A Car

2012 - 2013 (1 years)

Gettysburg College

2011 - 2012 (1 years)

Gettysburg College

2011 - 2011 (0 years)

Pfizer Inc

2009 - 2011 (2 years)

Gettysburg College

2004 - 2009 (5 years)

Middle School & High School

Disclosures

Timothy Delia has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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