Felix Gutierrez, financial advisor Austin TX
88 score

Felix Gutierrez

CRD Number: 6322283
Current Firm: Bbva Wealth Solutions Inc.

Felix Gutierrez (CRD# 6322283) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Austin, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Wealth Solutions Inc. Austin, TX Sep 2015 - Current 1
Bbva Securities Inc. Austin, TX Jun 2015 - Current 1
Compass Bank Birmingham, AL Jun 2015 - Current 1
Bbva Compass Insurance Agency, Inc. Austin, TX Jun 2015 - Current 1
Unemployed Round Rock, TX Mar 2015 - May 2015 < 1
Edward Jones Leander, TX Apr 2014 - Feb 2015 < 1
Unemployed Round Rock, TX Jan 2014 - Mar 2014 < 1
Austin Community College Round Rock, TX Jan 2014 - Feb 2014 < 1
Morgans Deals Austin, TX Oct 2013 - Dec 2013 < 1
Evin Personnel Austin, TX Sep 2013 - Sep 2013 < 1
Austin Community College Round Rock, TX Feb 2013 - Aug 2013 < 1
Unemployed Round Rock, TX Feb 2013 - Aug 2013 < 1
Us Army Fort Hood, TX Aug 1992 - Jan 2013 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Felix Gutierrez
Phone Number: 713-552-9277
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $393,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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