Unclaimed Profile

Richard Tabb Iii Evans

BB&T INVESTMENT SERVICES, INC.·CHARLOTTE, North Carolina

SIE, Series 7, Series 24, Series 63, Series 66, Series 99TOClean record23 years registeredBB&T INVESTMENT SERVICES, INC.

200 SOUTH COLLEGE STREET, CHARLOTTE, NC 28202CRD# 1643552Firm CRD# 33856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Tabb Iii Evans · CHARLOTTE, NC

Registration

CRD #1643552 · BB&T INVESTMENT SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BB&T INVESTMENT SERVICES, INC.

TLG ADVISORS, INC.

Dec 2020 – Oct 2024

New Orleans, LA

BB&T SECURITIES, LLC

Jan 2018 – Jan 2019

ALLENTOWN, PA

BB&T INVESTMENT SERVICES, INC.

Sep 2002 – Jan 2018

ALLENTOWN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · September 2, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BB&T INVESTMENT SERVICES, INC.

CRD 33856 · SEC 801-106629

AUM

$1.1B

Regulatory assets under management

Employees

850

5,430 client accounts

Services offered by BB&T INVESTMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BB&T INVESTMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Richard Tabb Iii Evans offer?

Richard Tabb Iii Evans specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Richard Tabb Iii Evans's credentials?

Richard Tabb Iii Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Tabb Iii Evans located?

Richard Tabb Iii Evans is based in CHARLOTTE, North Carolina, last registered with BB&T INVESTMENT SERVICES, INC..

How does Richard Tabb Iii Evans charge for services?

Richard Tabb Iii Evans's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BB&T INVESTMENT SERVICES, INC.?

BB&T INVESTMENT SERVICES, INC. has approximately 850 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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