Joe Abbott, financial advisor Lubbock TX
88 score

Joe Abbott

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Compass Insurance Agency, Inc. Austin, TX Sep 2014 - Current 2
Bbva Wealth Solutions Inc. Lubbock, TX Jun 2014 - Current 2
Bbva Securities Inc. Lubbock, TX May 2014 - Current 2
Compass Bank Birmingham, AL Apr 2014 - Current 2
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
Contact Info for Joe M. Abbott
Phone Number: 713-552-9277
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $393,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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