Brent
Martin

Bb&T Securities, LLC

CRD#2460238
Investment Advisor
in Charlotte, NC
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About this Advisor

Brent Martin is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered investment advisor at Bb&T Securities, LLC, Martin has 10 years of professional experience in the financial advisory industry. Martin has a Series 63 license, which certifies the advisor as a securities agent. Martin can work with customers in South Carolina. During their career, Martin has held roles at Stanford Group Company, Oppenheimer & Co. Inc, Bb&T Bank, Bb&T Investments and Bb&T Securities, LLC. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and has 1,470 offices across the United States. Overall, Bb&T Securities, LLC oversees $19 billion in assets throughout 44,665 client accounts and retains more than 1,823 people. The level of assets currently under the firm's management places it among the largest financial advisory 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 firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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

$20,257,150,583

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

1,840

NC Average: 32
Total Number of Accounts

56,514

NC Average: 1,458
Average Account Size

$358,445

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

Brent Martin Work History

Brent has 10 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2009 - 2009 (0 years)

Oppenheimer & Co. Inc

2009 - Present (10 years)

Bb&T Bank

2009 - Present (10 years)

Bb&T Investments

2008 - 2009 (1 years)

Stanford Group Company

Disclosures

Brent Martin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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