Thomas MontzCRD Number: 1843014
Current Firm: Bbva Wealth Solutions Inc.
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.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|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|
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)
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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