Christine
Phelps

Bb&T Securities, LLC

CRD#5816309
Investment Advisor
in Atlanta, GA
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About this Advisor

Christine Phelps is a certified financial planner based out of Atlanta, Georgia, who has been in the industry for 10 years. Phelps is on the advisory team at Bb&T Securities, LLC. Over the course of their career, they have held roles at Bb&T, Wells Fargo Advisors LLC, Wachovia Bank, N.A, Bbtis and Bb&T Securities, LLC. Phelps maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Bb&T Securities, LLC is a financial advisory company that has its headquarters in Atlanta, Georgia. It has offices in 1,470 locations and a total of 1,823 employees. It oversees $19 billion in assets between its 44,665 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 329 charities and foundations. Of its 44,665 customer accounts, just 8% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on the type of services. However, fee types billed by Bb&T Securities, LLC likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

3630 Peachtree Rd Ne Ste.100
Atlanta, GA 30326

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Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$20,257,150,583

GA Average: $1,835,309,194
Total Number of Employees

1,840

GA Average: 32
Total Number of Accounts

56,514

GA Average: 1,458
Average Account Size

$358,445

GA Average: $1,258,785

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Christine Phelps Work History

Christine has 10 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2013 - Present (6 years)

Bb&T

2013 - Present (6 years)

Bbtis

2010 - 2013 (3 years)

Wells Fargo Advisors LLC

2010 - 2013 (3 years)

Wachovia Bank, N.A

2008 - 2010 (2 years)

Bb&T

Disclosures

Christine Phelps has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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