Bb&T Securities, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bb&T Securities, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Bb&T Securities, LLC
Suntrust Investment Services, Inc
Wachovia Securities, LLC
Wachovia Bank, N.A
Alan Majak has no disclosures.
Please visit their SEC profile for more details.