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LC

Linda L. Cutler

Some features on this profile are disabled
CRD#: 3094083
LC

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.

Linda Lee Cutler was a registered financial professional .

Linda is a previously registered financial professional and started their career in finance in 1998. Linda had worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

August 18, 2005 - January 23, 2012

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
GASTONIA, NC
Past

January 3, 2005 - August 15, 2005

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 14, 2000 - August 31, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

November 5, 1999 - December 31, 2004

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL
Past

March 25, 1999 - August 14, 2000

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

November 30, 1998 - March 16, 1999

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

September 23, 1998 - March 16, 1999

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL

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
IAR
Series 66
Date: 7/8/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/1/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/1998
General Securities Representative Examination

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.

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Company Information

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

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