Hunter Sims, financial advisor Austin TX
80 score

Hunter Sims

CRD Number: 5963828
Current Firm: Bbva Wealth Solutions Inc.

Hunter Sims (CRD# 5963828) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Austin, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Compass Insurance Agency, Inc. Austin, TX Nov 2014 - Current 2
Bbva Wealth Solutions Inc. Austin, TX Oct 2014 - Current 2
Compass Bank Birmingham, AL Oct 2014 - Current 2
Bbva Securities Inc. Austin, TX Oct 2014 - Current 2
J.p. Morgan Securities LLC Phoenix, AZ Mar 2014 - Sep 2014 < 1
Black Gould And Associates Phoenix, AZ Dec 2011 - Mar 2014 2
Axa Advisors, LLC New York, NY Oct 2011 - Mar 2014 2
Slider's American Grill Phoenix, AZ Apr 2011 - Oct 2011 < 1
Devil's Martini Scottsdale, AZ Aug 2010 - Apr 2011 < 1
Clarion Hotel Scottsdale Scottsdale, AZ Jan 2007 - Aug 2010 3
Arizona State University Tempe, AZ Jan 2005 - Dec 2008 3
Yard House Scottsdale, AZ Jan 2006 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Apr 2014
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Hunter R. Sims
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
80

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