Bb&T Securities, LLC
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About this Advisor
Grant Walker is a financial advisor who works in Charlotte, North Carolina, with a total of 12 years of work experience. Walker works at Bb&T Securities, LLC. Their career trajectory has included roles at Penn State University, Cia Management, Northwestern Mutual Investment Services, Northwestern Mutual Life Insurance Company, Pnc Investments, Bb&T Securities, LLC, Bb&T Bank and Bb&T Investment Services, Inc. Walker has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Bb&T Securities, LLC is an advisory firm that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in 1,470 locations and a total of 1,823 employees. It oversees $19 billion in total assets between its 44,665 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 329 charities and foundations. Of its 44,665 accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets. Bb&T Securities, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the services provided. However, fees charged by Bb&T Securities, LLC can include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Bb&T Securities, LLC Brokerage Details
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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
Grant Walker Work History
Grant has 12 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
Northwestern Mutual Investment Services
Northwestern Mutual Life Insurance Company
Penn State University
Grant Walker has no disclosures.
Please visit their SEC profile for more details.