Bb&T Securities, LLC
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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
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
Marcus Walker Work History
Marcus has 13 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
Dewaay Financial Network
Triad Advisors Inc
R. Barry Johnson & Co., P.C
H.D. Vest Advisory Services
H.D. Vest Investment Services
Marcus Walker has no disclosures.
Please visit their SEC profile for more details.