Erin Smith, financial advisor Flower Mound TX
93 score

Erin Smith

CRD Number: 1879188
Current Firm: Bbva Wealth Solutions Inc.

Erin Smith (CRD# 1879188) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Flower Mound, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Securities Inc. Flower Mound, TX May 2013 - Current 3
Bbva Wealth Solutions Inc. Flower Mound, TX Aug 2012 - Current 4
Bbva Compass Insurance Agency, Inc. Austin, TX Feb 2010 - Current 6
Compass Bank Birmingham, AL Aug 2009 - Current 7
Bbva Compass Investment Solutions, Inc. Flower Mound, TX Feb 2010 - May 2013 3
Guaranty Brokerage Services Inc. Fort Worth, TX Jul 2001 - Dec 2009 8
Guaranty Bank Fort Worth, TX Jun 1992 - Aug 2009 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Erin M. Smith
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
93
Clean Record
This advisor has a clean track record with regulators.

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