Thomas Montz (CRD# 1843014) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Houston, TX and has over 29 years of experience in the finance industry.
CRD# 860333
Linscomb & Williams
Score
106
CRD# 2390431
The Goff Financial Group
Score
105
CRD# 2754885
Edward Jones
Score
102
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bbva Securities Inc. | Mobile, AL | May 2013 - Current | 4 |
| Bbva Wealth Solutions Inc. | Houston, TX | Oct 2010 - Current | 6 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Aug 2000 - Current | 17 |
| Compass Bank | Birmingham, AL | Aug 1989 - Current | 28 |
| Bbva Compass Investment Solutions, Inc. | Mobile, AL | Aug 1989 - May 2013 | 23 |
| St. Johns Investment Management Company | Mobile, AL | Mar 2010 - Oct 2010 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
- AL
-
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
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