Bb&T Securities, LLC
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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
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
James Conrod Work History
James has 30 years of experience.
Fidelity Brokerage Services, LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Us Army Reserve
James Conrod has disclosures.
Please visit their SEC profile for more details.