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LM

Lewis S. Mccall

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CRD#: 1659797
LM

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.

Lewis Scott Mccall, who also goes by Lewis S Mccall, was a registered financial professional .

Lewis is a previously registered financial professional and started their career in finance in 1987. Lewis had worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24, Series 53 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lewis S Mccall

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

January 2, 2018 - June 6, 2018

BB&T SECURITIES, LLC

RIA
CRD#: 142785
AUSTIN, TX
Past

January 2, 2018 - June 6, 2018

BB&T SECURITIES, LLC

BD
CRD#: 142785
AUSTIN, TX
Past

October 13, 2014 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
AUSTIN, TX
Past

October 6, 2014 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
AUSTIN, TX
Past

July 31, 2008 - October 17, 2014

B.B. GRAHAM & COMPANY, INC.

RIA
CRD#: 41533
AUSTIN, TX
Past

July 31, 2008 - October 17, 2014

B.B. GRAHAM & COMPANY, INC.

BD
CRD#: 41533
AUSTIN, TX
Past

October 30, 2007 - August 1, 2008

NATIONS FINANCIAL GROUP, INC.

RIA
CRD#: 44181
AUSTIN, TX
Past

October 24, 2007 - August 1, 2008

NATIONS FINANCIAL GROUP, INC.

BD
CRD#: 44181
AUSTIN, TX
Past

April 1, 2005 - November 2, 2007

FIRST MIDAMERICA INVESTMENT CORPORATION

RIA
CRD#: 104476
AUSTIN, TX
Past

January 10, 2005 - November 2, 2007

FIRST MIDAMERICA INVESTMENT CORPORATION

BD
CRD#: 104476
AUSTIN, TX
Past

October 20, 2004 - January 14, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
AUSTIN, TX
Past

October 20, 2004 - January 14, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

December 2, 2002 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
AUSTIN, TX
Past

September 11, 2002 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

May 20, 2002 - July 22, 2002

E*TRADE ADVISORY SERVICES, INC.

RIA
CRD#: 111178
ARLINGTON, TX
Past

March 8, 2002 - July 22, 2002

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ
Past

July 2, 1999 - February 27, 2002

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

May 11, 1998 - June 24, 1999

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 22, 1997 - May 11, 1998

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

August 12, 1996 - September 19, 1997

SECU BROKERAGE SERVICES

BD
CRD#: 19899
RALEIGH, NC
Past

March 13, 1996 - June 12, 1996

AMERICAN INVESTORS GROUP, INC.

BD
CRD#: 10020
MINNETONKA, MN
Past

February 26, 1993 - March 12, 1996

A. B. CULBERTSON AND COMPANY

BD
CRD#: 6870
FORT WORTH, TX
Past

July 28, 1992 - December 31, 1992

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

April 29, 1987 - December 17, 1991

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
IAR
Series 65
Date: 11/24/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/31/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


BS
BB&T SECURITIES, LLC
BB&T CAPITAL MARKETS, A DIVISION OF BB&T SECURITIES | STERLING ADVISORS, A DIVISION OF BB&T SECURITIES, LLC | CLEARVIEW CORRESPONDENT SERVICES, LLC | BB&T SECURITIES, LLC | BB&T SCOTT & STRINGFELLOW, A DIVISION OF BB&T SECURITIES, LLC | BB&T SCOTT & STRINGFELLOW, A DIVISION OF BB&T SECURITIES | BB&T INVESTMENTS - A DIVISION OF BB&T SECURITIES, LLC | BB&T INVESTMENTS | BB&T CAPITAL MARKETS/WINDSOR GROUP, A DIVISION OF BB&T SECURITIES, LLC | BB&T CAPITAL MARKETS, A DIVISION OF BB&T SECURITIES, LLC

CRD#: 142785 / SEC#: 801-77145, 8-67486

BD
Terminated by SEC on 06/29/2021
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Contact information


Main Address
901 East Byrd Street Riverfront Plaza, West Tower, Richmond, VA 23219
Mailing Address
Phone number
Established
Delaware since 08/11/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

APPENDIX 1 WRAP FEE PROGRAMS 12.15.20 (12/15/2020)

Direct owners and executive officers


NamePositionCRD#
TRUIST FINANCIAL CORPORATIONSOLE MEMBER
CRAM, BRYAN SCOTTCHIEF EXECUTIVE OFFICER/BOARD OF MANAGERS2723431
HECHTLINGER, SUSANCHIEF COMPLIANCE OFFICER/ BOARD OF MANAGERS2890466
MCCALLUM, CHARLES FALCONER IIIHEAD OF SUPERVISION/BOARD OF MANAGERS2697260
RIP, OLGAPRINCIPAL FINANCIAL OFFICER5440553
SPEETJENS, FELICIA ANNHEAD OF PRODUCT/BOARD OF MANAGERS3197366
TYSON, TONYA BELFIELDPRINCIPAL OPERATIONS OFFICER1987448

Disclosures


Regulatory Event49
Civil Event1
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 SECURITIES, LLC

CRD#: 142785

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