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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 26, 2019
    • $20.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 57K
      Accounts
    • $358.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1,539

name start date
Kelly Lea Whitlock
January 2018
Sally Daniel Garvey
January 2018
Mary Beth Wafer
December 2016
Charles Vernon Noyes
July 2014
Lisa Deal Burnside
January 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bb&T Institutional Investment Advisers, Inc. -- --
    P.J. Robb Variable Corporation Broker-Dealer --
    Precept Advisory Group LLC IAR $3,405,509,582
    Sterling Capital Management LLC IAR $56,888,940,832

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Sidney Buford Scott Chairman Emeritus January, 2019 less than 5%
      William Rufus Iii Yates Chairman Board Of Managers January, 2019 less than 5%
      Bryan Scott Cram Chief Executive Officer/Board Of Managers January, 2019 less than 5%
      Tonya Belfield Tyson Principal Operations Officer October, 2018 less than 5%
      Olga Rip Principal Financial Officer October, 2018 less than 5%
      Lloyd Daniel Francis Board Of Managers March, 2018 less than 5%
      Wayne Clark Griffin Rop April, 2017 less than 5%
      Thomas Michael Clark Board Of Managers February, 2015 less than 5%
      John Bernard Jr Jung Sr Managing Director/Head Of Capital Markets /Board Of Managers January, 2013 less than 5%
      Michael Cole Owen Senior Managing Director/Regional Manager January, 2013 less than 5%
      Alexander Wilson Cecil Chief Compliance Officer/Board Of Managers January, 2013 less than 5%
      Michael Douglas Ball Senior Managing Director/Regional Manager January, 2013 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Commissions