Kelley StarkCRD 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 6 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Oct 2015 - Current||2|
|Bbva Wealth Solutions Inc.||Birmingham, AL||Oct 2014 - Current||3|
|Bbva Securities Inc.||Birmingham, AL||Sep 2014 - Current||3|
|Compass Bank||Birmingham, AL||Sep 2014 - Current||3|
|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|
Total Assets Under Management431MILLIONS
Total Number of Accounts1,342ACCOUNTS
Average Account Value$321,107
- 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, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI