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 3 years of experience in the finance industry.
The Goff Financial Group
Hill Investment Group
|Bbva Wealth Solutions Inc.||Dickinson, TX||Feb 2014 - Current||2|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Jan 2014 - Current||2|
|Bbva Securities Inc.||Dickinson, TX||Dec 2013 - Current||2|
|Compass Bank||Birmingham, AL||Nov 2013 - Current||2|
|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
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