David SuttlesCRD Number: 5325418
Current Firm: Bbva Wealth Solutions Inc.
David Suttles (CRD# 5325418) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Houston, TX and has over 4 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Bbva Wealth Solutions Inc.||Houston, TX||Dec 2014 - Current||2|
|Compass Bank||Houston, TX||Nov 2014 - Current||2|
|Bbva Securities Inc.||Houston, TX||Nov 2014 - Current||2|
|Deutsche Bank||Houston, TX||Aug 2013 - Oct 2014||1|
|Bank Of America, N.a.||Houston, TX||May 2013 - Aug 2013||< 1|
|Merrill Lynch, Pierce, Fenner And Smith Inc.||Houston, TX||Nov 2012 - Aug 2013||< 1|
|Unemployed||Houston, TX||Feb 2012 - Nov 2012||< 1|
|Merrill Lynch Commodities||Houston, TX||May 2008 - Jan 2012||3|
|U.s. Army Reserves||Houston, TX||Mar 2009 - Apr 2010||1|
|University Of Houston||Houston, TX||Aug 2007 - May 2008||< 1|
|Merrill Lynch Commodities||Houston, TX||Jun 2007 - Aug 2007||< 1|
|University Of Houston||Houston, TX||Aug 2006 - May 2007||< 1|
|U.s. Army||Fort Benning, GA||Jan 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.