Maria Holmes, financial advisor Houston TX
96 score

Maria Holmes

CRD Number: 1336607
Current Firm: Bbva Wealth Solutions Inc.

Maria Holmes (CRD# 1336607) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Houston, TX and has over 19 years of experience in the finance industry. Maria Holmes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bbva Wealth Solutions Inc. Houston, TX Dec 2014 - Current 2
Bbva Secuties Inc. Houston, TX Oct 2014 - Current 2
Compass Bank Birmingham, AL Aug 2014 - Current 2
Sovereign Bank Na Boston, MA Aug 2013 - Aug 2014 1
Santander Bank Boston, MA Aug 2013 - Aug 2014 1
Fifth Third Securities Chicago, IL Aug 2009 - Aug 2013 4
Amethyst Financial Services Chicago, IL Feb 2009 - Jul 2009 < 1
Citigroup Global Markets Inc. Chicago, IL May 2007 - Feb 2009 1
Citicorp Investment Services Chicago, IL Feb 1997 - Oct 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
Contact Info for Maria M. Holmes
Phone Number: 713-552-9277
Registered State(s):
  • IL
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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