Claim Profile
Unclaimed Profile
LF

Lloyd Daniel Francis

BB&T SECURITIES, LLC·RICHMOND, Virginia
Clean recordBB&T SECURITIES, LLC
901 EAST BYRD STREET, RICHMOND, VA 23219CRD# 1292331Firm CRD# 142785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lloyd Daniel Francis · RICHMOND, VA
Registration
CRD #1292331 · BB&T SECURITIES, LLC
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

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

02

Firm Overview

Firm
BB&T SECURITIES, LLC
CRD 142785 · SEC 801-77145
AUM
$26.2B
Regulatory assets under management
Employees
1,833
64,869 client accounts
Services offered by BB&T SECURITIES, LLC
Per Form ADV
Financial planning
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
High Net Worth Individuals
Introduction

Speak with Lloyd Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lloyd Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RICHMOND?

Browse all registered financial advisors in RICHMOND, Virginia or claim this profile if it's yours.

03

Frequently Asked Questions

What services does Lloyd Daniel Francis offer?
Lloyd Daniel Francis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Lloyd Daniel Francis's credentials?
Lloyd Daniel Francis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lloyd Daniel Francis located?
Lloyd Daniel Francis is based in RICHMOND, Virginia, working with BB&T SECURITIES, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Lloyd Daniel Francis charge for services?
Lloyd Daniel Francis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BB&T SECURITIES, LLC?
BB&T SECURITIES, LLC has approximately 1833 employees and manages $26.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →