Roberto Vargas Garcia-MameliCRD Number: 5058203
Current Firm: Pnc Managed Account Solutions, Inc.
Roberto Vargas Garcia-Mameli (CRD# 5058203) is an Investment Advisor Representative working at Pnc Managed Account Solutions, Inc. in Houston, TX and has over 11 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Pnc Investments||Houston, TX||Sep 2021 - Current||< 1|
|Bbva Wealth Solutions Inc.||Houston, TX||Jan 2014 - Current||7|
|Bbva Securities Inc.||Houston, TX||May 2013 - Current||8|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Feb 2012 - Current||9|
|Bbva Compass Insurance Agency Inc.||Austin, TX||Feb 2012 - Current||9|
|Compass Bank||Birmingham, AL||Jan 2010 - Current||11|
|Bbva Compass Investment Solutions Inc.||Houston, TX||Feb 2010 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management1,438MILLIONS
Total Number of Accounts4,076ACCOUNTS
Average Account Value$352,687
- 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, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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