Joe AbbottCRD Number: 4452950
Current Firm: Bbva Wealth Solutions Inc.
Joe Abbott (CRD# 4452950) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Lubbock, TX and has over 4 years of experience in the finance industry.
Trinity Wealth Management
Voya Financial Advisors, Inc.
Lpl Financial LLC
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Sep 2014 - Current||3|
|Bbva Wealth Solutions Inc.||Lubbock, TX||Jun 2014 - Current||4|
|Bbva Securities Inc.||Lubbock, TX||May 2014 - Current||4|
|Compass Bank||Birmingham, AL||Apr 2014 - Current||4|
|Bmo Investments Inc.||Woodstock,||Dec 2012 - Apr 2014||1|
|Unemployed||Wicklow,||Aug 2012 - Dec 2012||< 1|
|Self Employed||Florenceville,||Mar 2005 - Aug 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
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