Bb&T Investment Services, Inc. is a large advisory firm based in Charlotte. It manages $1.08 billion of regulatory assets for 5,430 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Arizona, California, and 35 other states.
Bb&T Investment Services provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bb&T Investment Services, Inc. is $1.08 billion. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Bb&T Investment Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Tabb Iii Evans has been acting as President since 1 May 2007. Darren Lee Earnhardt joined the executive team most recently as the Chief Operating Officer.
The principal office where Bb&T Investment Services, Inc. performs its advisory services is located at 200 South College Street, Charlotte, NC 28202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-954-1388 or by fax 704-954-1343. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at bbandt.com/investments.