Kelley Stark, financial advisor Birmingham AL
90 score

Kelley Stark

CRD Number: 5994170
Current Firm: Bbva Wealth Solutions Inc.

Kelley Stark (CRD# 5994170) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Birmingham, AL 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 Oct 2015 - Current 1
Bbva Wealth Solutions Inc. Birmingham, AL Oct 2014 - Current 2
Bbva Securities Inc. Birmingham, AL Sep 2014 - Current 2
Compass Bank Birmingham, AL Sep 2014 - Current 2
1st Global Capital Corp Dallas, TX Aug 2014 - Aug 2014 < 1
1st Global Advisors, Inc. Dallas, TX Aug 2014 - Aug 2014 < 1
Bbva Wealth Solutions Inc. Richardson, TX Feb 2014 - Aug 2014 < 1
Bbva Securities Inc. Richardson, TX May 2013 - Aug 2014 1
Compass Bank Richardson, TX Jul 2011 - Aug 2014 3
Bbva Compass Investment Solutions, Inc. The Woodlands, TX Nov 2011 - May 2013 1
Texas Christian University Fort Worth, TX Aug 2008 - Jun 2011 2
Kay Jewelers Bee Cave, TX Apr 2007 - Aug 2008 1
Westlake High School Austin, TX Aug 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Kelley M. Stark
Phone Number: 713-552-9277
Registered State(s):
  • AL
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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