Jose Hernandez-Sada, financial advisor Houston TX
93 score

Jose Hernandez-Sada

CRD Number: 5274535
Current Firm: Bbva Wealth Solutions Inc.

Jose Hernandez-Sada (CRD# 5274535) 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. Houston, TX Aug 2015 - Current 1
Bbva Wealth Solutions Inc. Houston, TX Jul 2015 - Current 1
Compass Bank Birmingham, AL Jul 2015 - Current 1
Bbva Compass Insurance Agency, Inc. Austin, TX Jul 2015 - Current 1
Usaa Financial Advisors, Inc. Phoenix, AZ Dec 2014 - Jul 2015 < 1
Usaa Financial Planning Services Phoenix, AZ Dec 2014 - Jul 2015 < 1
Allstate Insurance Co Manchaca, TX Nov 2014 - Dec 2014 < 1
Kaplan Phoenix, AZ Jun 2014 - Aug 2014 < 1
Charles Schwab & Company,inc. Phoenix, AZ Sep 2011 - May 2014 2
Translator-self Employed Phoenix, AZ Jan 2004 - Apr 2013 9
Merrill Lynch, Pierce, Fenner & Smith, Inc. Chandler, AZ Sep 2010 - Mar 2011 < 1
Bell Honda Phoenix, AZ Jun 2010 - Sep 2010 < 1
The Vanguard Group, Inc. Scottsdale, AZ Jan 2007 - Mar 2010 3
Daimler Chrysler Financial Westlake, TX Oct 2006 - Jan 2007 < 1
Biolox El Paso, TX Jul 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
S63 Uniform Securities State Law Examination Mar 2007
Contact Info for Jose Hernandez-Sada
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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