James
Conrod

Bb&T Securities, LLC

CRD#2105654
Investment Advisor
in Atlanta, GA
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About this Advisor

James Conrod is a certified financial planner who works in Atlanta, Georgia, who has been in the financial industry for 30 years. Conrod is an advisor for Bb&T Securities, LLC. Their career trajectory has included roles at Fidelity Brokerage Services, LLC, Us Army Reserve, Charles Schwab & Co., Inc, Charles Schwab Bank and Bb&T Securities. Conrod maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Bb&T Securities, LLC is a financial advisory business that has its headquarters in Atlanta, Georgia. It has offices in 1,470 locations and a total of 1,823 financial advisors. It controls $19 billion in assets between its 44,665 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 329 charities and foundations. Of its 44,665 accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the financial services. However, fee types billed by Bb&T Securities, LLC likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

30 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

James Conrod Work History

James has 30 years of experience.

2015 - Present (4 years)

Bb&T Securities

2013 - 2014 (1 year)

Fidelity Brokerage Services, LLC

2005 - 2013 (8 years)

Charles Schwab Bank

1998 - 2013 (15 years)

Charles Schwab & Co., Inc

1988 - 2010 (22 years)

Us Army Reserve

Disclosures

James Conrod has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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