Thomas Montz (CRD# 1843014) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Houston, TX and has over 30 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
Score
103
CRD# 860333
Linscomb & Williams
Score
106
CRD# 5162603
Hill Investment Group
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bbva Securities Inc. | Mobile, AL | May 2013 - Current | 5 |
| Bbva Wealth Solutions Inc. | Houston, TX | Oct 2010 - Current | 7 |
| 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 Management431MILLIONS
-
Total Number of Accounts1,342ACCOUNTS
-
Average Account Value$321,107
- 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)
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