Glen
Duggan

Bb&T Securities, LLC

CRD#2687072
Investment Advisor
in Atlanta, GA
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About this Advisor

Glen Duggan is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered financial advisor at Bb&T Securities, LLC, Duggan has a notable 21 years of professional experience in the financial advisory industry. Duggan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Duggan is registered to act as an advisor based out of Georgia. Throughout their career, Duggan has worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bb&T Securities. Bb&T Securities, LLC is headquartered in Atlanta, Georgia, and has 1,470 other brick-and-mortar locations in the United States. Overall, Bb&T Securities, LLC oversees $19 billion in assets across 44,665 accounts and employs more than 1,823 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 36,169 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 8% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Bb&T Securities, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 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

Yes

Office Location

3630 Peachtree Road N.E. Suite 250
Atlanta, GA 30326-4228

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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

Glen Duggan Work History

Glen has 21 years of experience.

2017 - Present (2 years)

Bb&T Securities

1997 - 2017 (20 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Glen Duggan has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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