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LF

Laura S. Francis

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CRD#: 1205954
LF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Laura Sims Francis, who also goes by Laura Forrester Sims, was a registered financial professional .

Laura is a previously registered financial professional and started their career in finance in 1983. Laura had worked at 9 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Laura Forrester Sims

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 1, 2011 - January 17, 2017

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
ATLANTA, GA
Past

August 30, 2011 - January 17, 2017

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
ATLANTA, GA
Past

June 25, 2010 - August 17, 2011

SYNOVUS SECURITIES, INC.

RIA
CRD#: 14023
ALPHARETTA, GA
Past

June 4, 2010 - August 17, 2011

SYNOVUS SECURITIES, INC.

BD
CRD#: 14023
ALPHARETTA, GA
Past

April 8, 2008 - January 8, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTA, GA
Past

January 6, 2004 - March 29, 2005

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

July 8, 2003 - October 21, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 11, 1990 - December 19, 1994

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
Past

November 3, 1987 - June 22, 1990

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
Past

April 18, 1984 - June 27, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

April 18, 1984 - September 30, 1987

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 22, 1983 - April 11, 1984

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/20/2008
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/4/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BI
BB&T INVESTMENT SERVICES, INC.
BB&T INVESTMENT SERVICES, INC. | BB&T INVESTMENTS

CRD#: 33856 / SEC#: 801-106629, 8-46134

BD
Terminated by SEC on 04/01/2018
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Contact information


Main Address
200 South College Street 11th Floor, Suite 1100, Charlotte, NC 28202
Mailing Address
Phone number
Established
North Carolina since 03/08/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

BBTIS ADV 2A AND APPENDIX 09152017 (9/20/2017)

Direct owners and executive officers


NamePositionCRD#
BRANCH BANKING AND TRUST COMPANYSHAREHOLDER
CECIL, ALEXANDER WILSONCHIEF COMPLIANCE OFFICER2319938
CRAM, BRYAN SCOTTPRESIDENT2723431
EARNHARDT, DARREN LEECHIEF OPERATING OFFICER2356117
EVANS, RICHARD TABB IIIDIRECTOR OF SALES/DIRECTOR1643552
SAUFLEY, RANDALL BARRETTCHIEF FINANCIAL OFFICER1664935

Disclosures


Regulatory Event2
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

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