Bb&T Securities, LLC
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About this Advisor
Matthew Masten is a certified financial planner who works in Raleigh, North Carolina. Currently a registered advisor at Bb&T Securities, LLC, they have accumulated 13 years of practice in the financial advisory industry. Masten has Series 65 and Series 66 licenses, which designate them as both a securities agent and an investment advisor representative. Masten is registered to operate based out of North Carolina. Masten has gained experience at Bb&T Investment Services and Bb&T Securities, LLC. Bb&T Securities, LLC is based out of Raleigh, North Carolina, and operates out of 1,470 brick-and-mortar locations in the nation. In total, Bb&T Securities, LLC manages $19 billion in assets throughout 44,665 client accounts and retains more than 1,823 people. The firm's total assets under management makes it one of the largest investment 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 investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in 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 may charge clients 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
Matthew Masten Work History
Matthew has 13 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services
Matthew Masten has no disclosures.
Please visit their SEC profile for more details.