Dana
Williams
Bb&T Securities, LLC
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About this Advisor
Dana Williams is a financial advisor located in Charlotte, North Carolina. Currently a registered investment advisor with Bb&T Securities, LLC, they have accumulated 12 years of professional experience. Williams holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Williams is registered to advise investors in Maryland. Williams has gained experience at Bb&T, Bb&T Bank, Bb&T Investments and Bb&T Securities, LLC. Bb&T Securities, LLC is located in Charlotte, North Carolina, and operates out of 1,470 additional offices in the country. In aggregate, Bb&T Securities, LLC oversees $19 billion in assets dispersed across 44,665 client accounts and retains more than 1,823 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 36,169 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 8% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Bb&T Securities, LLC can provide 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 may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Bb&T Securities, LLC Brokerage Details
$20,257,150,583
1,840
56,514
$358,445
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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
Dana Williams Work History
Dana has 12 years of experience.
Bb&T Securities, LLC
Bb&T Bank
Bb&T Investments
Bb&T
Disclosures
Dana Williams has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.