Bb&T Securities, LLC
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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
Years of Experience
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Bb&T Securities, LLC Brokerage Details
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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.
Bb&T Securities, LLC
Wells Fargo Advisors LLC
Wachovia Bank, N.A
Christine Phelps has no disclosures.
Please visit their SEC profile for more details.