Patrick Cusick, financial advisor Houston TX
63 score

Patrick Cusick

CRD Number: 5312345
Current Firm: Bbva Wealth Solutions Inc.

Patrick Cusick (CRD# 5312345) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Houston, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Securities Inc. Brownsville, TX May 2013 - Current 3
Bbva Wealth Solutions Inc. Houston, TX Oct 2010 - Current 6
Bbva Compass Insurance Agency, Inc. Austin, TX Aug 2008 - Current 8
Compass Bank Birmingham, AL Aug 2008 - Current 8
Bbva Compass Investment Solutions, Inc. Brownsville, TX Aug 2008 - May 2013 4
St. Johns Investment Management Company Brownsville, TX Mar 2010 - Oct 2010 < 1
Jpmorgan Chase Brownsville, TX Mar 2007 - Aug 2008 1
Chase Investments Service Corp Brownsville, TX Mar 2007 - Aug 2008 1
Unemployed Brownsville, TX Feb 2006 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Oct 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Patrick F. Cusick
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
63

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