Alan
Majak

Bb&T Securities, LLC

CRD#2658928
Investment Advisor
in Charlotte, NC
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About this Advisor

Alan Majak is a certified financial planner located in Charlotte, North Carolina. Currently an investment advisor at Bb&T Securities, LLC, they have accrued 16 years of professional experience. Majak maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Majak is able to work with customers in Florida. Over the course of their career, they have held roles at Wachovia Securities, LLC, Wachovia Bank, N.A, Suntrust Bank, Suntrust Investment Services, Inc, Bbtis, Bb&T Bank and Bb&T Securities, LLC. Bb&T Securities, LLC is located in Charlotte, North Carolina, and operates out of 1,470 offices throughout the country. As a company, Bb&T Securities, LLC manages $19 billion in assets throughout 44,665 accounts and retains more than 1,823 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 36,169 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 8% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bb&T Securities, LLC offers 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 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

200 S College St 11Th Fl
Charlotte, NC 28202

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Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$19,110,408,254

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

1,823

NC Average: 32
Total Number of Accounts

44,665

NC Average: 1,458
Average Account Size

$427,861

NC 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

Alan Majak Work History

Alan has 16 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2012 - Present (7 years)

Bbtis

2012 - Present (7 years)

Bb&T Bank

2009 - 2012 (3 years)

Suntrust Bank

2009 - 2012 (3 years)

Suntrust Investment Services, Inc

2007 - 2009 (2 years)

Wachovia Securities, LLC

2002 - 2009 (7 years)

Wachovia Bank, N.A

Disclosures

Alan Majak has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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