Yvonne
Harmon

Bb&T Securities, LLC

CRD#5702188
Investment Advisor
in Charlotte, NC
Are you Yvonne Harmon? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Yvonne Harmon is a financial advisor working out of Charlotte, North Carolina, who has 15 years of experience as a financial advisor. Harmon is on the advisory team at Bb&T Securities, LLC. The advisor has gained experience at Bb&T Investments, Bb&T Bank and Bb&T Securities, LLC. Harmon has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Bb&T Securities, LLC is an advisory business based out of Charlotte, North Carolina. The company has offices in 1,470 locations and a total of 1,823 advisors. It handles $19 billion in assets across its 44,665 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 329 charities and foundations. Of its 44,665 customer accounts, just 8% belong to high-net-worth investors who have at least $1 million in investable assets. Bb&T Securities, LLC offers a broad range 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 fee schedules typically vary depending on the services. Fees charged by Bb&T Securities, LLC most likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$19,110,408,254

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

1,823

NC Average: 32
Total Number of Accounts

44,665

NC Average: 1,458
Average Account Size

$427,861

NC Average: $1,258,785

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Yvonne Harmon Work History

Yvonne has 15 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2009 - Present (10 years)

Bb&T Investments

2009 - Present (10 years)

Bb&T Bank

2003 - 2009 (6 years)

Bb&T Bank

Disclosures

Yvonne Harmon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started