Unclaimed Profile

John Lee Clark

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.·GREENVILLE, South Carolina

Series 7, Series 65, Series 66Clean record22 years registeredBB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

111 MILLPORT CIRCLE, FLOOR 2, GREENVILLE, SC 29607CRD# 4693552Firm CRD# 106156

Profile Verification

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

Identity

John Lee Clark · GREENVILLE, SC

Registration

CRD #4693552 · BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Mar 2017 – Sep 2020

Raleigh, NC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2004 – Jan 2010

PENNINGTON, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · January 2, 2004

Years registered · 22

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 INSTITUTIONAL INVESTMENT ADVISERS, INC.

CRD 106156 · SEC 801-42913

AUM

$9.0B

Regulatory assets under management

Employees

984 client accounts

Services offered by BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

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

Introduction

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Frequently Asked Questions

What services does John Lee Clark offer?

John Lee Clark specializes in Investment Management, Wealth Management.

What are John Lee Clark's credentials?

John Lee Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Lee Clark located?

John Lee Clark is based in GREENVILLE, South Carolina, last registered with BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC..

How does John Lee Clark charge for services?

John Lee Clark's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.?

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. has approximately 54 employees and manages $9.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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