Anthony TempleCRD Number: 4448079
Current Firm: Bbva Wealth Solutions Inc.
Anthony Temple (CRD# 4448079) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Austin, TX and has over 15 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Bbva Securities Inc.||Austin, TX||May 2013 - Current||4|
|Bbva Wealth Solutions Inc.||Auston, TX||Jan 2011 - Current||6|
|Compass Bank||Austin, TX||Aug 2009 - Current||7|
|Bbva Compass Insurance Agency Inc.||Austin, TX||Sep 2001 - Current||15|
|Bbva Compass Investment Solutions, Inc.||Austin, TX||Jan 2010 - May 2013||3|
|Guaranty Brokerage Services, Inc.||Austin, TX||Mar 2007 - Dec 2009||2|
|Guaranty Bank||Austin, TX||Mar 2007 - Aug 2009||2|
|New England Securities||Austin, TX||Sep 2001 - Feb 2007||5|
|New England Financial||Austin, TX||Jul 1997 - Feb 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management361MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$393,188
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
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