Matthew
Malone
Bb&T Securities, LLC
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About this Advisor
Matthew Malone is a certified financial planner located in Charlotte, North Carolina. Currently an investment advisor at Bb&T Securities, LLC, they have accrued 12 years of professional experience in the financial advisory industry. Malone holds a Series 63 license, which certifies the advisor as a securities agent. Malone is able to operate in North Carolina. Their career trajectory has included roles at Suntrust Investment Services, Inc, Bb&T Bank, Bb&T Investments and Bb&T Securities, LLC. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and operates out of 1,470 other locations in the country. Overall, Bb&T Securities, LLC manages $19 billion in assets throughout 44,665 accounts and employs more than 1,823 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 36,169 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. 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 provides 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
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
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
Matthew Malone Work History
Matthew has 12 years of experience.
Bb&T Securities, LLC
Bb&T Bank
Bb&T Investments
Suntrust Investment Services,Inc
Disclosures
Matthew Malone has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.