Investment adviser · CRD 33856

BB&T INVESTMENT SERVICES, INC.

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Sep 20, 2017

Regulatory AUM
$1.08B
Form ADV · Item 5.F
Client accounts
5,430
Accounts, not individual clients
Employees
850
Reported in this filing
Advisory professionals
380
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 20, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets

Principal office

200 SOUTH COLLEGE STREET, 11TH FLOOR, SUITE 1100
CHARLOTTE, NC, 28202, United States

CRD 33856

Filing source

Form ADV 1140813 · Sep 20, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.