Bb&T Securities, LLC

Investment Advisor
in Charlotte, NC
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About this Advisor

William Savage is a certified financial planner in Charlotte, North Carolina. Currently a registered investment advisor at Bb&T Securities, LLC, Savage has 13 years of experience in the financial advisory industry. Savage has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Savage is able to serve customers based out of North Carolina. Throughout their career, they have worked at Bb&T, Bb&T Investment Services, Bb&T Bank and Bb&T Securities, LLC. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and has 1,470 brick-and-mortar locations across the country. As a company, Bb&T Securities, LLC oversees $19 billion in assets throughout 44,665 accounts and retains more than 1,823 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 36,169 accounts on a discretionary basis, in which 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 more than $1 million in assets. Bb&T Securities, LLC can offer 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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



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


NC Average: $1,835,309,194
Total Number of Employees


NC Average: 32
Total Number of Accounts


NC Average: 1,458
Average Account Size


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

William Savage Work History

William has 13 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2014 - Present (5 years)

Bb&T Bank

2005 - Present (14 years)

Bb&T Investment Services

2012 - 2014 (2 years)

Bb&T Bank

2005 - 2012 (7 years)



William Savage has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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