Bernadette Stone, financial advisor Georgetown TX
93 score

Bernadette Stone

CRD Number: 5619531
Current Firm: Bbva Wealth Solutions Inc.

Bernadette Stone (CRD# 5619531) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Georgetown, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Wealth Solutions Inc. Georgetown, TX Oct 2013 - Current 3
Bbva Securities Inc. Georgetown, TX May 2013 - Current 3
Compass Bank Birmingham, AL Mar 2011 - Current 5
Bbva Compass Insurance Agency, Inc. Austin, TX Mar 2011 - Current 5
Bbva Compass Investment Solutions, Inc. Georgetown, TX Apr 2011 - May 2013 2
Edward Jones Investments Georgetown, TX Nov 2008 - Mar 2011 2
Unemployed Georgetown, TX Oct 2007 - Nov 2008 1
World Savings/wachovia Austin, TX Jul 2006 - Oct 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Bernadette A. Stone
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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