Eric Martinez, financial advisor Dickinson TX
90 score

Eric Martinez

CRD 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.

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Company Name Location Dates Years
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 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
Contact Info for Eric C. Martinez
Phone Number: 713-552-9277
Registered State(s):
  • 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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