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KW

Kerry N. Williamson

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CRD#: 4514271
KW

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.

Kerry Norman Williamson, who also goes by Kerry Norman Williamson Mr, was a registered financial professional .

Kerry is a previously registered financial professional and started their career in finance in 2002. Kerry had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kerry Norman Williamson Mr

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 - February 5, 2018

BB&T SECURITIES, LLC

RIA
CRD#: 142785
TALLAHASSEE, FL
Past

January 2, 2018 - February 5, 2018

BB&T SECURITIES, LLC

BD
CRD#: 142785
TALLAHASSEE, FL
Past

August 4, 2015 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
TALLAHASSEE, FL
Past

August 4, 2015 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
TALLAHASSEE, FL
Past

February 18, 2015 - July 31, 2015

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Dothan, AL
Past

February 18, 2015 - July 31, 2015

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Dothan, AL
Past

October 15, 2010 - March 2, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
DOTHAN, AL
Past

October 15, 2010 - March 2, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
DOTHAN, AL
Past

November 4, 2008 - October 18, 2010

INTL ADVISORY CONSULTANTS INC.

RIA
CRD#: 130888
BIRMINGHAM, AL
Past

November 4, 2008 - October 18, 2010

STONEX SECURITIES INC.

BD
CRD#: 18456
DOTHAN, AL
Past

September 21, 2005 - November 4, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DOTHAN, AL
Past

April 23, 2005 - November 4, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DOTHAN, AL
Past

March 27, 2002 - April 23, 2005

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
IAR
Series 65
Date: 9/13/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

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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