Eric MartinezCRD Number: 6155875
Current Firm: Bbva Wealth Solutions Inc.
Eric Martinez (CRD# 6155875) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Dickinson, TX and has over 4 years of experience in the finance industry.
The Goff Financial Group
Hill Investment Group
|Bbva Wealth Solutions Inc.||Dickinson, TX||Feb 2014 - Current||3|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Jan 2014 - Current||3|
|Bbva Securities Inc.||Dickinson, TX||Dec 2013 - Current||3|
|Compass Bank||Birmingham, AL||Nov 2013 - Current||3|
|Wells Fargo Advisors LLC||Deer Park, TX||Jan 2013 - Nov 2013||< 1|
|Wells Fargo Bank N.a||Deer Park, TX||Jul 2008 - Nov 2013||5|
|Associated Credit Union Of Texas||Texas City, TX||Aug 2007 - Jul 2008||< 1|
|Heartland Home Finance||Lansing, MI||Aug 2006 - Aug 2007||1|
|United Financial||Century City, CA||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management361MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$393,188
- 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, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.