Mario Ayala, financial advisor Coppell TX
93 score

Mario Ayala

CRD Number: 5598025
Current Firm: Bb&t Investment Services, Inc.

Mario Ayala (CRD# 5598025) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Coppell, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bbtis Coppell, TX Dec 2015 - Current 1
Edward Jones St Louis, MO Feb 2013 - Nov 2015 2
J.p. Morgan Securities LLC Dallas, TX Oct 2012 - Feb 2013 < 1
Rental Property Dallas, TX May 2010 - Feb 2013 2
Chase Investment Services Corp. Highland Park, TX May 2009 - Oct 2012 3
Wamu Investments Dallas, TX Sep 2008 - May 2009 < 1
Washinton Mutual Bank Dallas, TX Nov 2002 - Sep 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Mario G. Ayala
Phone Number: 704-954-1364
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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