Bernadette StoneCRD 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 8 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Bbva Wealth Solutions Inc.||Georgetown, TX||Oct 2013 - Current||4|
|Bbva Securities Inc.||Georgetown, TX||May 2013 - Current||4|
|Compass Bank||Birmingham, AL||Mar 2011 - Current||6|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Mar 2011 - Current||6|
|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|
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