Marcus
Walker

Bb&T Securities, LLC

CRD#4582200
Investment Advisor
in Dallas, TX
Are you Marcus Walker? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Marcus Walker is a certified financial planner and chartered financial consultant in Dallas, Texas. Currently a registered investment advisor with Bb&T Securities, LLC, Walker has 13 years of professional experience as a financial advisor. Walker maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Walker is registered to serve customers based out of Texas. During their career, Walker has held roles at H.D. Vest Investment Services, H.D. Vest Advisory Services, Dewaay Financial Network, Karsten Advisors, R. Barry Johnson & Co., P.C, Triad Advisors Inc, Bb&T Bank, Bb&T Investment Services, Inc and Bb&T Securities, LLC. Bb&T Securities, LLC is headquartered in Dallas, Texas, and operates out of 1,470 other brick-and-mortar locations across the country. As a registered investment advisory firm, Bb&T Securities, LLC manages $19 billion in assets dispersed across 44,665 client accounts and retains more than 1,823 people. The firm's total assets under management places it among the largest 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 advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Bb&T Securities, LLC offers 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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

13 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

2001 Ross Ave Ste 100
Dallas, TX 75201

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

TX Average: $1,835,309,194
Total Number of Employees

1,823

TX Average: 32
Total Number of Accounts

44,665

TX Average: 1,458
Average Account Size

$427,861

TX 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

Marcus Walker Work History

Marcus has 13 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2015 - Present (4 years)

Bb&T Bank

2015 - Present (4 years)

Bb&T Investment Services, Inc

2012 - 2012 (0 years)

Dewaay Financial Network

2012 - 2015 (3 years)

Triad Advisors Inc

2011 - 2015 (4 years)

Karsten Advisors

2011 - 2011 (0 years)

R. Barry Johnson & Co., P.C

2009 - 2011 (2 years)

H.D. Vest Advisory Services

2005 - 2011 (6 years)

H.D. Vest Investment Services

Disclosures

Marcus Walker 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