Bb&T Securities, LLC

Investment Advisor
in Dallas, TX
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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

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



Office Location

2001 Ross Ave Ste 100
Dallas, TX 75201

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Bb&T Securities, LLC Brokerage Details

Total Assets Under Management


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


TX Average: 32
Total Number of Accounts


TX Average: 1,458
Average Account Size


TX Average: $1,258,785

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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.

2018 - Present (1 year)

Bb&T Securities, LLC

2015 - Present (4 years)

Bb&T Bank

2015 - Present (4 years)

Bb&T Investment Services, Inc

2012 - 2012 (< 1 year)

Dewaay Financial Network

2012 - 2015 (3 years)

Triad Advisors Inc

2011 - 2015 (4 years)

Karsten Advisors

2011 - 2011 (< 1 year)

R. Barry Johnson & Co., P.C

2009 - 2011 (2 years)

H.D. Vest Advisory Services

2005 - 2011 (6 years)

H.D. Vest Investment Services


Marcus Walker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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