Precept Advisory Group LLC
Legal Name: PRECEPT ADVISORY GROUP LLC
Full Contact Details
Precept Advisory Group LLC
130 THEORY, SUITE 200, IRVINE, CA
800-344-1430
949-955-9471
Other Info
Precept Advisory Group LLC, a California-based Limited Liability Company, specializes in advisory services with a team of 7 professionals, 6 of whom are advisors. Despite having a small client base of only two, it has been approved by the U.S. Securities and Exchange Commission since Feb 8, 2010, indicating its credibility and professionalism in the financial industry.
Precept Advisory > HOME
Client Login HOME Services Resources About We provide independent investment advisory services, compliance oversight, and retirement plan designs to employers through customized program engagements, fully integrated with each client's total rewards strategy. Independent Advice in Four Key Areas As a…
Direct Owners
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ANDREA L HOLDER
CHIEF FINANCIAL OFFICER owns less than 5%
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BB&T INSURANCE SERVICES OF CALIFORNIA, INC.
MEMBER owns 75% or more
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JOHN MICHAEL HOWARD
CHAIRMAN owns less than 5%
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LINDA KYU-YOUNG BRIGHT
SENIOR VICE PRESIDENT, MANAGING DIRECTOR owns less than 5%
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MARY M MARTIN
TREASURER owns less than 5%
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MICHAEL JOSEPH MARTINI
PRESIDENT owns less than 5%
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TAMMY J. STRINGER
SECRETARY owns less than 5%
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ULMER, III, FREDERICK, W.
CHIEF EXECUTIVE OFFICER owns less than 5%
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VINCENT TIMOTHY KO
CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, RETIREMENT PLAN CONSULTING owns less than 5%
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MCGRIFF INSURANCE SERVICES, INC.
MEMBER owns 75% or more
Indirect Owners
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BB&T CORPORATION
SHAREHOLDER owns 75% or more
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BB&T INSURANCE HOLDINGS, INC.
SHAREHOLDER owns 75% or more
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BB&T INSURANCE SERVICES INC. (DBA STANLEY HUNT DUPREE & RHINE)
SHAREHOLDER owns 75% or more
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BRANCH BANKING AND TRUST COMPANY
SHAREHOLDER owns 75% or more