Dana
Williams

Bb&T Securities, LLC

CRD#5560409
Investment Advisor
in Charlotte, NC
Are you Dana Williams? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66

Years of Experience

12 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

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

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2018 - Present (1 years)

Bb&T Securities, LLC

2008 - Present (11 years)

Bb&T Bank

2008 - Present (11 years)

Bb&T Investments

2006 - Present (13 years)

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started